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 »
It’s that time of year—time to start spring cleaning your finances and freshen up your money habits. This season isn’t just for reorganizing your home or weeding through your wardrobe. The spring is a perfect opportunity to refresh your current financial routine and adopt savvy spending strategies.
5 Ways to Freshen Up Your Money Habits This Spring Read More »
Moments passed with children and grandchildren is always time well spent. The lessons you give them will last the rest of their lives. April is Financial Literacy Month, an ideal time to begin a conversation with your grandkids about money.
Financial Literacy Month: Three Lessons to Teach Your Kids and Grandkids Read More »
