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 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, …
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 …
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 …
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 …
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 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 …
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. …
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 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 vs. Marriage: Financial Considerations
In the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their …
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 …
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 …
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 …
