While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in your 50s. In this decade of life, there are still smart moves you can make to help strengthen and grow your finances.
Strategies for Building Wealth in Your 50s Read More »
Most of the advice surrounding retirement planning pertains to the financial aspects, like creating reliable income streams and devising a Social Security strategy. These are certainly crucial planning considerations, but there’s more to retiring than making smart money moves.
8 Tips for a Smooth Adjustment to Retirement Read More »
Money matters are complex for every family, and there is no one way to correctly manage your finances. This is certainly true for LGBT couples, for whom milestones like marriage, children, and homeownership may pose additional financial challenges.
5 Financial Tips for LGBT Couples Read More »
There are many benefits that come with having a high net worth, but it also means tax planning is a bit more complex. If you don’t have a thoughtful tax strategy in place, you could miss out on key tax benefits and, when you’re paying more in taxes, that liability can have the effect of diminishing your net worth over the long term.
Key Tax Planning Strategies for High-Net-Worth Individuals Read More »
Estate planning is all about looking toward the future and preparing a strategy that accomplishes your goals and meets your loved ones’ needs. Planning your estate often includes, but is not limited to, a will and/or revocable living trust and an advanced healthcare directive.
Three Considerations When Planning Your Estate Read More »
