The financial planning and investment landscape changes at a dizzying speed – and often with conflicting messages. Read our team of specialists’ advice on saving, spending, investing, retirement, taxes, giving and more to help you enjoy a full life.
The financial planning and investment landscape changes at a dizzying speed – and often with conflicting messages. Read our team of specialists’ advice on saving, spending, investing, retirement, taxes, giving and more to help you enjoy a full life.
December 12, 2017
According to recent data released by Optis Partners, 2017 is on pace for another record-setting year of M&A activity in the insurance-broker space. Private Equity-backed buyer groups continue to drive up valuations creating many attractive opportunities for agency owners looking to sell. In fact, this seller’s market is creating too good to be true offers […]
December 5, 2017
As 2017 comes to a close, now is the best time to think about and revisit your 2017 tax plan. Below are 5 year-end planning tips to make sure you are taking advantage of key tax savings opportunities before it’s too late. 1. Year-End Charitable Gifting Are their gifts you are planning to make in […]
November 28, 2017
“I work in finance…why do I need to hire a financial advisor?” It’s a question and topic area that I have spent many months researching. The financial professionals that I interviewed included those that work within the private equity, investment banking, and asset management industry. Their expertise within the finance field is obviously more advanced […]
November 21, 2017
Have you ever been on an African safari? Sadly, I never have. Hopefully, someday… maybe once my kids are a bit older and the thought of a trans-continental flight isn’t quite so painful. For those who have been on a safari, you’re no doubt familiar with the concept of “The Big Five.” The Big Five […]
November 14, 2017
Business owners can be like running backs in football – put your head down and go! However, there are many obstacles – or defenses – in the way of sustained financial success. To transition business wealth to personal retirement assets, consider the preliminary steps presented below. Net Worth and Cash Flow Statements – Constructing a […]
November 7, 2017
Turning age 65 is a monumental time in life. For many it means years of hard work paying off in the form of retirement and entering the “golden years”. Age 65 is monumental in another way – Medicare eligibility. This is the time when most people will transfer from private health insurance to government insurance. […]
October 24, 2017
I recently had the good fortune to go backpacking in the Wasatch National Forest for the first time in my life. While I have been “car camping” and hiking for years, I have never put every necessity into a backpack and headed out into the wilderness to camp. Being a financial planner, naturally I related […]
October 17, 2017
While the failure to pay child support is never an excuse for one partner to withhold parenting time from the other, in an increasing number of states, the amount of time a parent spends with their children my affect the amount of child support received. Historically, many states followed formal guidelines for awarding child support […]
October 10, 2017
Last week I attended a retirement party for John, a long-time client and friend that I cannot seem to forget about. The party was like a back yard wedding you would see in the movies. There was a big white tent, a great live band, and of course, plenty of food and drinks with well […]
October 3, 2017
The 401(k) plan has been a long-time cornerstone in the retirement investment portfolio for Americans. At its foundation, it’s an employer sponsored savings plan that allows investors to siphon off a portion of their paycheck, either on a pre-tax or after-tax basis, into a tax-deferred investment account. While this is the most basic construct of […]
September 26, 2017
The start of football season is my favorite time of year. The weather starts turning to crisp fall air, the smell of chili fills my home, and from Thursday through Monday, football is being played. Although football season starts in September, the best teams prepare for months for the upcoming season. Throughout the off season […]
September 19, 2017
Every lawyer knows the importance of rainmaking. It’s a ubiquitous discussion topic in law firm land. Virtually every legal industry conference features sessions on rainmaking best practices and consultants crisscross America training the future rainmakers of Big Law. Rainmaking matters. It greatly impacts your compensation and capacity to create wealth. While rainmaking largely drives how […]