8 Common Retirement Planning Mistakes
Here are some of the most costly and common retirement planning hurdles you’ll want to make sure you avoid No Strategy. If you don’t have a game plan, goals, and a timeline – there’s no clear path to get there or determine when you’ve arrived. It’s like getting in your car with a quarter tank of … Read more
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
Quiz – How Well Do You Handle Volatility
Yikes!! If you’re like the typical investor, recent market swings struck cold fear deep into the recesses of your mind. Okay, dramatic. But the combination of the unknown, your life savings, and the recession of 2008 still looming in our distant memory, market volatility probably kept you up wondering a night or two… Sometimes, it’s … 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
Tis the Season – Income Tax Key Numbers 2018
Tis the season! It’s time to start looking at tax planning numbers in preparation for end-of-year and the coming tax season. This snapshot list includes just key income tax planning numbers. Alternative Minimum Tax (AMT) 2017 2018 Maximum AMT exemption amount $84,500 (MFJ), $54,300 (Single/ HOH), $42,250 (MFS) $109,400 (MFJ), $70,300 (Single/HOH), $54,700 (MFS) Exemption … Read more
Legacy Planning – Handing down Values
Teaching your kids about money is pretty important – especially if there’s an estate or assets being handed down. But are you passing down your values about money too? How can you help your heirs sustain and grow what you’ve created? Your wealth has meaning! Convey to heirs and children what your legacy means to you … Read more
Most Common Estate Planning Missteps
If you have some kind of estate plan, you’re already ahead of a lot of people. But if you haven’t reviewed it periodically, your plan could be less than adequate when it comes time to execute. This can cause headaches and heartbreak for loved ones, difficult conversations and circumstances, and could even mean what you … Read more
