BlogEstate Planning The One Question All Trustees Should Ask Themselves January 6, 2021Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in…
BlogBusiness OwnersFinancial PlanningTax PlanningTrending Topics Qualified Business Income (QBI) January 1, 2021Deduction May Create New Planning Strategies for Some Business Owners The Tax Cuts and Jobs…
BlogEducation Planning Refinancing of Student Loans December 17, 2020This summer, we wrote a bit about the different types of student loans that are…
BlogTrending Topics Holiday Reading List 2020 December 15, 2020In a year like no other, being at home for the holidays may present you…
BlogFinancial PlanningRetirement Planning Retirement Calculator Test Drive: Which Will Work Best for You? December 10, 2020Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions…
BlogEstate PlanningFinancial Planning Estate Planning Opportunities for Private Equity Partners December 8, 2020As a founder of a private equity (PE) fund, you are likely more interested in…
BlogEstate Planning Charitable Lead Annuity Trusts (CLATs) December 3, 2020What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is…
BlogInvesting An Introduction to Rebalancing December 1, 2020In the world of investing, rebalancing refers to the process of adjusting assets in one’s…
BlogInvestingTrending Topics Bitcoin: A Brief Update for U.S.-Based Individual Investors November 24, 2020The following post will attempt to provide an overview of bitcoin's current status. Please note…
BlogPractice Management Data Dashboards: Use Business Intelligence to Improve September 16, 2020My job, as well as the business intelligence I use every day, are about collecting…
BlogCovid-19Trending Topics Our 2020 Internship Program September 1, 2020Like many others, we are now almost five months into a remote work environment, a…
BlogTax PlanningTrending Topics Back to the Future? A Look at Biden’s Tax Proposals August 25, 2020Somehow lost in all of the news coverage of the COVID-19 pandemic and social unrest,…
BlogFinancial Planning The Importance of Working With a Fiduciary Advisor August 18, 2020Deciding to work with a financial advisor can be a stressful decision. It requires sharing…
BlogFinancial PlanningInvestingRetirement PlanningWealth Transitions What to Do if You Inherited an IRA in 2019 or Before August 6, 2020Note: Unless otherwise specifically stated, this article applies to beneficiaries of account owners who passed…
BlogFinancial Planning Integrating Military Benefits into Your Financial Planning August 4, 2020As a financial advisor for over three decades and a former U.S. Navy officer with…
BlogFinancial Planning Employee Benefits: Understand and Maximize Your Options July 28, 2020While salary is one of the most important employee benefits to consider for any job,…
BlogFinancial PlanningRetirement Planning How to Avoid Outliving Your Assets July 14, 2020According to the Social Security Administration, average life expectancies for current retirees are now 86.5…
BlogEducation Planning Student Loan Planning July 9, 2020As of May 2018, per StudentLoanHero, 75% of graduates from private, non-profit colleges held student…
