The Spring 2024 financial planning newsletter is now available. In addition to the investment market update, we include financial spring cleaning ideas and links to some of our team's favorite financial podcasts. We also provide a gentle nudge on keeping your estate planning up-to-date, along with … [Read more...]
Tax-Efficient Beneficiary Designations
Many of our clients plan to leave part of their estate to charity and part of it to individual people. If this is one of your goals, you can maximize the value of your gift by thinking about income taxes. Tax-efficient beneficiary designations allow your gifts to go the farthest. Designating all … [Read more...]
Estate Planning for 21st Century Couples
Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]
November Personal Finance Newsletter
Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]
- 1
- 2
- 3
- …
- 5
- Next Page »