Financial Planning

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Year-End Planning Tips 2023

As we approach the end of 2023, you should aim to maximize your opportunities to transfer wealth to your children ...

Growth Fund

Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) ...

Hedge Fund

What Is a Hedge Fund? A hedge fund is a pool of money from both established individuals and large organizations, ...

Talking About Money: Navigating Wealth Transfers Across Generations

As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. ...

Solo 401k

Why the Self-Employed Should Consider a Solo 401k

Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the ...

retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...

Amortization

What Is Amortization? Amortization is an accounting technique that involves spreading out the cost of a debt over a period ...

Rule of 72 – Compound Interest

What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest ...

Two gold bands and a gavel on a forest green book illustrating the divorce asset planning guide from Wealthspire.

The Divorce Checklist

Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what ...