When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time. First, gather…
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An Opportunity to Lead Your Family
If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you’re sandwiched between the responsibilities of caring for your kids and parents at the same time. Both require time and…
Setting Your Family’s Financial Values
Without knowing it, you may be part of the so-called “sandwich generation.” These are people who find themselves at the life stage in which they are caught between raising their own kids while watching their parents grow older. They are squeezed between responsibilities to care for parents and children at the same time. This care…
Beyond Taxes: Is There More We Could Be Planning Together?
What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch…
Choosing A Retirement Plan That Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my business afford to contribute? The cost of contributions may be managed by the plan type. A simplified employee pension plan…
7 Questions to Consider in Retirement
Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you’re well-prepared. One of the biggest concerns on your mind, however, is probably money. Besides ensuring that you have enough to cover your retirement, it’s essential to understand how you’ll…
YOUR GUIDE TO EQUITY COMPENSATION
Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership. If you’re new to equity compensation or simply looking to learn more, you’ve come to the right place. In this article, we break…
WHAT TO DO WHEN YOUR INCOME REACHES 7 FIGURES
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer of wealth, or a key promotion. You’re probably already…
What does “Wealth” Mean to You?
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to…
Estate Planning Tips for Blended Families
Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that includes a couple and their children from previous relationships. Because these family structures are becoming more popular, it’s important to recognize blended families, especially when it comes to financial…