Haven’t we all dreamed about what we would do if we suddenly received an unexpected windfall of cash? Although receiving a very large amount of money sounds great in theory, the reality isn’t always so fantastic. Whether you’ve been expectingREAD MORE
Savings
One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE
Wealth management involves the integration of both financial planning and investment management. Once a financial plan has been developed to meet your specific needs, an investment management plan must then be designed with a portfolio to support it. However, it’sREAD MORE
The Tax Cuts and Jobs Act of 2018 changed the tax planning calculus for a lot of taxpayers. Among the many changes in this landmark tax act, one change was to eliminate the ability to recharacterize amounts converted into aREAD MORE
Planning for the Decumulation Phase of life Among life’s big transitions, the change from working to retirement is one of the biggest. Retirement can bring changes in your lifestyle, your social connections, your day-to day activities. For many, the mostREAD MORE