A Retirement Planning Guide for High Net Worth Individuals
Regardless of your age, maximizing the benefit of your 401(k) and other retirement accounts now can lead to a more rewarding retirement later in life. Everyone knows that it’s best to start retirement planning early, though that advice is hard for most people to...
401(k) Traditional vs Roth
401(k) plans have grown in popularity over the past few decades and are now the preferred type of employer-sponsored retirement savings plan. Many companies have moved away from defined-benefit plans/pensions in favor of 401(k) plans. Many 401(k) plans provide both...
How Often Should You Update Your Will?
A will is a legal document outlining how a person’s assets and property will be distributed after death. While discussing the final wishes of a loved one (or ourselves) can feel morbid, wills are a crucial tool in any financial life planning and will ensure a...
Do I Need a Trust? Benefits of Trusts for Life Event Financing
Trusts are an increasingly popular estate-planning tool that allows one party (the trustor) to transfer assets to another party (the trustee) for the benefit of a third party (the beneficiary). Trusts can be a way to transfer assets, minimize taxes, and prepare for...
