Financial Planning
Get Your Umbrella
Though you may never face a suit in your life, we all have to admit that we live in an increasingly litigious world. Even that neighbor you always got along with could see an opportunity in an unfortunate event. The wealthier you become, the more asset protection matters. This can be of particular importance for … Read more
Challenges of the Affluent Investor
There are some investing challenges everyone has – how much to save for retirement, how to fund multiple accounts, how to enjoy what you have today. However, there are some challenges that typically only arise from substantial wealth. If you have high-net worth – here’s a few things to think about: Your Asset Allocation – if … Read more
Keeping up with the Dr. Joneses
You know Dr. Jones. They live down the street in that beautiful, 10,000 square foot house, with three kids, all in private schools, seven cars, more expensive toys than you can count, a live-in nanny and housekeeper, multiple vacation homes, and a seemingly endless supply of financial resources. And here you are – a physician … Read more
What Else Are You Saving For?
Chances are that retirement funding isn’t the only financial goal your eyes are set on. Buying a home, planning for a child’s education, or taking care of an aging parent can all be expensive detours along your way. Having a plan and staying the course can help your money work for you while you juggle … Read more
