BlogEstate Planning Revocable Trusts vs. Irrevocable Trusts: What Is the Difference? December 2, 2021A trust is an ideal way for individuals to transfer assets either during life or…
BlogInvestingTrending Topics Dow 36,000 Revisited November 10, 2021On October 1, 1999, in the midst of the tech stock mania of that era,…
BlogBusiness OwnersFinancial PlanningWealth Transitions The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential November 9, 2021In my wealth management practice, I focus on helping business owners and corporate executives achieve…
BlogTax PlanningTrending Topics Tax Proposals: Big Changes to Come November 3, 2021On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for…
BlogFinancial PlanningInvesting 3 Financial Skills for Investors Who Are Just Starting Out October 27, 2021When starting out, knowing how to manage your money can feel daunting. In this post,…
BlogFinancial Planning 3 Tips to Help Junior Partners Avoid Lifestyle Creep October 13, 2021Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income –…
BlogBusiness OwnersCovid-19Trending Topics Brief Update: New Executive Order May Help Small Businesses September 15, 2021Last week, President Biden announced an executive order aimed at accelerating the country’s path out…
BlogFinancial PlanningWealth Transitions What Everyone Should Know About Their Family Finances September 8, 2021I work with many clients who have lost a spouse, gone through a divorce, or…
BlogFinancial PlanningRetirement PlanningTax Planning The Benefits of a Backdoor Roth Contribution September 1, 2021The most popular retirement account of the past decade is the Roth IRA. It offers…
BlogFinancial PlanningRetirement Planning Why the Self-Employed Should Consider a Solo 401k August 24, 2021Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner.…
BlogFinancial PlanningInvestingRetirement PlanningTax Planning What is a Mega Backdoor Roth IRA? August 20, 2021Most people have heard of Roth IRAs. Those who qualify typically contribute and those who…
BlogFinancial PlanningTrending TopicsWealth Transitions Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married July 20, 2021When two people who are both professionals consider getting engaged and married, it is imperative…
BlogFinancial PlanningRisk Management & Insurance Understanding Risk Tolerance July 13, 2021There is always something to be uncertain about and one does not have to look…
BlogTrending Topics Summer Reading List 2021 July 1, 2021Now that school is out and a holiday weekend is just around the corner, some…
BlogDivorceFinancial Planning Why You Shouldn’t Wait Until After Your Divorce to Meet with a Financial Advisor June 22, 2021You are divorcing. You have a million things to think and worry about. Your divorce…
BlogFinancial Planning Financing Your Home: What to Expect When You’re Taking on Debt June 15, 2021My wife and I purchased our first home five years ago, which was not nearly…
BlogImpact InvestingInvesting Inconsistencies in ESG Metrics June 1, 2021With sustainable and impact investing assets accounting for a fourth of the total U.S. net…
BlogTrending Topics Farewell, June Cleaver May 4, 2021In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our…
