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.
July 27, 2021
Proceeds from a life insurance policy can provide comfort to a loved one’s survivors from both a financial and emotional standpoint. The funds received from life insurance can help alleviate stress for a family as they mourn their loss. As much as the sudden influx of a large sum of money can be a source […]
July 20, 2021
Maybe we should start calling estate planning something other than an estate plan. For some, it feels like an imposing name or phrase, an estate plan. When I think of an estate, I think of the English countryside with rolling green manicured lawns and a stately mansion nestled in the middle of all the green. […]
July 13, 2021
Summer feels like it just started, and back-to-school is already around the corner. Whether you are dropping off your fifth child for the first time at college – or your first child for the fifth time – you’re ready for this. You made good decisions along the way and tackled a lot: Filled out your […]
July 6, 2021
Raising children in today’s world of abundance, instant gratification, and social media can be challenging. Parents strive to help their children become healthy, happy, independent adults passionately pursuing their purpose and dreams. As a mother of two teenagers and one pre-teen, I am keenly focused on this target – prepare to launch! It can be […]
June 29, 2021
When your aging parents or other loved ones need help, it can be unsettling and overwhelming. It often happens gradually and perhaps unnoticed, and then suddenly can become urgent to figure out what they need, understand the many options, and then step in to make decisions. From talking to our clients, we have identified 5 […]
June 22, 2021
After meeting with your personal CFO and financial team, you have determined, as a private equity professional, that gifting carried interest fits within the scope of your long-term financial goals. You have reviewed future cash flows, potential income and estate tax savings, and the amount of estimated growth you are shifting to future generations. The […]
June 15, 2021
How many times have you heard someone say, “When I retire, I want to move somewhere warm and play golf”? Does that sound familiar? While it certainly sounds nice and may work for some people, it is hardly an effective retirement plan. It goes without saying – if that is the only planning being done, […]
June 8, 2021
What factors have made your retirement so successful? This is the very question I asked Doug and Debbie over dinner in their Florida condo overlooking the Gulf of Mexico. I have been fortunate to know Doug and Debbie for over a decade, and they have truly mastered the art of retirement. Deb, as usual, cut […]
May 25, 2021
Many companies offer restricted stock awards (RSA’s) in their executive compensation packages to drive performance and attract and retain top talent. The challenge often lies with understanding the value and opportunities of these packages. Today we’ll discuss a very important but not-so-well understood topic, the 83(b) Election. RSAs vs. RSUs First, it’s important to note […]
May 18, 2021
There is an old (very old, I think) saying that goes something like this… “the cobbler’s children have no shoes.” The idea, of course, is that the cobbler is so busy making shoes for other people that he doesn’t take time to make sure his children have shoes. In my experience, lawyers can quite often […]
May 11, 2021
As you have likely heard by now, the $1.9 trillion American Rescue Plan Act is now enacted. The package expands relief provisions first introduced in the Coronavirus Aid, Relief and Economic Security (CARES) Act and creates new measures to provide relief to the American people. In this piece, we will specifically focus on how this […]
May 4, 2021
Not everyone needs life insurance. Some of those that do can be handled with simple solutions. Others may be best served by more complex planning. Determining Your Need for Life Insurance Insurance of any kind is simply a transfer of risk. Premiums are payments to shift the financial risk from you to the carrier. Life […]