How a Financial Advisor Can Help Lower Your Tax Bill
Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can help minimize your tax liability leaving you with more money to further your financial goals. Tax planning isn’t just something you think about when […]
The Never-ending Pursuit of Money
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? What about chartering a trip to space? While it’s fun to imagine, this isn’t the reality for most of us. You might have heard the term “Ultra High Net […]
[Video] What Is a Financial Plan?
How Small Businesses Can Leverage AI Today
One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including learning, problem-solving, and decision-making.” For small business owners, this can be immensely valuable. Whether it’s creating […]
5 Easy Ways to Protect Seniors from Financial Abuse
ology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But there are risks involved, especially for our […]
Homemade Roasted Tomato Soup
Winter has finally come and the cold temperatures are here to stay. When thinking of comforting soups, there are few that can top a classic tomato soup and grilled cheese. This delicious homemade recipe will have you contemplating ever going back to the can version. Ingredients: Instructions:
Retirees, What’s Your Withdrawal Strategy?
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial “nest egg,” but after retirement, things change and so should our financial focus. There are a variety of questions that must be answered. How much […]
Unlock the Power of Our Professional Network
Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents. The importance of this can’t be overstated. Leveraging our network can help with: […]
[Video] Happy Holidays!
Brown Butter Espresso Chocolate Chip Cookies
It’s that time of year when good food and great times with friends and family come together. Impress your guests with these delicious chocolate chip cookies. The brown butter adds a light nutty flavor along with a very slight espresso taste. This cookie recipe will certainly be added to your rotation! Ingredients: Instructions: