We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Generational wealth is about building wealth that lasts for multiple generations. It creates a legacy and financial security for your family’s future. One of the best ways to build generational wealth is through investing in hard assets. These assets hold value and offer long-term growth.
At the heart of a significant legal case stands Sam Bankman-Fried, the founder of FTX, a prominent cryptocurrency exchange. He is currently on trial, facing charges related to an alleged conspiracy. The accusation revolves around Bankman-Fried’s misuse of a staggering $10 billion that customers had entrusted to FTX. This incident…
The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the…
Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It’s essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: Health insurance Dividing…
Eager to Save for College? Let’s Take a Step Back Often, when a client has a new baby, their first financial question is, “How much should we save for college?” I love the eagerness and the focus on long-term savings for their child’s future. However, I often find myself advising…
When to Seek Help: Financial Planning Isn’t a Sign of Weakness When talking to prospective clients, one common roadblock I encounter is hearing that they “don’t need a financial planner” and are “fine” handling finances on their own. This response often stems from feeling that asking for help is a…
Is It Time to Make a Financial Plan? Key Signs to Watch For You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your debt, to your willingness to ask for professional…
Is Boat Ownership in Your Future? Is owning a boat on your horizon? Do you see yourself paddling a canoe, piloting a motorboat, or perhaps helming a sailboat? Of course, it would be easier and more affordable to pop a canoe on top of your car other than maintaining a…
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
You’ve just unexpectedly received a large sum of money and are not sure what to do with it. Read on for some insights that will help you now, and down the road.