Wealth Management, Finance & Investing Blog

lifestyle creep

3 Tips to Help Junior Partners Avoid Lifestyle Creep

Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. …

charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, …

pet estate planning

6 Estate Planning Tips for Pet Owners

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our …

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in …

integrated business plan

Why Business Owners Need an Integrated Business Plan to Manage Their Finances

Business owners spend years building their business into something that not only represents their passion and interests, but also is …

ocio benefits

4 Benefits of Hiring an OCIO

What Can an OCIO Help With? While hiring an Outsourced Chief Investment Officer (OCIO) may seem like it has a …

financial monthly activities

Financial Check-Ups: Monthly Activities to Help You on Your Financial Journey

As you continue on through what has hopefully been an exciting start to the year, it’s important to check in …

Money Dates: Financial Considerations When You Combine High-Income Households

As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to …

long term care

4 Common Questions About Long-Term Care

A client of mine has been dealing with her aging father and his cognitive decline over the past few years. …

senior couple discuss paperwork

Make Estate Planning Part of Your New Year’s Resolutions

As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals …

SECURE Act 2.0: How the New Legislation Could Impact You

At the end of December, Congress passed the SECURE Act 2.0 as part of the omnibus spending bill. The Act …

engaging non-financial spouse in planning discussions

Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions

Relationships are many things, and one of those things is a financial partnership. But what happens if one part of …

domestic partnership adpa

Domestic Partnership vs. Marriage: Financial Considerations

In the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their …

holiday gift giving

Don’t Let Holiday Gift Giving Derail Your Financial Plan

As Black Friday and Cyber Monday fast approach, it’s a good time to think about how much you really have …

2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is …

staying invested for the long run

4 Reasons to Stay Invested for the Long Run

2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what …

education transitions

Special Needs Planning – FAQs

Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover …

Why We Need to Talk About Money and How to Get Started

A few years ago, I was out on a hike with my friend when she asked me a question: “Are …

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