How Much Money Do You Need for Retirement?

How Much Money Do You Need for Retirement?

Mar 9, 2020 | Financial Planning

High net worth retirement planning requires a different approach to goal-setting. Here are a few items you’ll want to have for a comfortable retirement.   People tend to have a hard time thinking about their “future selves” — in part because it forces us to face...
Wealth Management 101: What It Is and Why It Matters

Wealth Management 101: What It Is and Why It Matters

Mar 2, 2020 | Financial Planning

For high net worth individuals, financial planning comes with different concerns than the average investor. Here’s how a financial advisor can help.   The longest economic expansion in United States history continues, despite new uncertainties arising seemingly...
The SECURE Act

The SECURE Act

Feb 14, 2020 | Financial Planning

Photo by sucessphoto The SECURE Act, which was signed into law at the beginning of the year, introduces new provisions intended to make retirement more secure for people across the country. Investors should be cognizant of the fact that the Act makes significant...
The Costs of Long-Term Care

The Costs of Long-Term Care

Jun 17, 2019 | Financial Planning

  Photo by nata777_7 Those preparing for retirement today should also seek to prepare themselves for a growing financial concern: long-term care. Long-term care is increasingly needed by people over the age of 65, can be very expensive, and is generally not...
Five Tax-Saving Strategies for the Trump Era

Five Tax-Saving Strategies for the Trump Era

May 2, 2019 | Financial Planning

Photo by cabania Minimizing taxes is important in building and protecting wealth over the long-term.  However, navigating the highly complex and ever-changing tax code is not an easy task.  The Tax Cuts & Jobs Act (often referred to as the “Trump Tax Cuts”)...