What is a Comprehensive Financial Plan?
Financial planning isn’t something you do one time; it’s a way of continually tracking your financial progress toward your goals.
Charitable contributions can be a meaningful way to live out your values and support causes you care about. For high-net-worth individuals, they can also enhance your overall financial plan—making it important to give intentionally and strategically.
Selecting a financial advisor is one of the most important decisions anyone will make in their financial journey, but it is especially critical for women of high net worth. You face unique challenges and opportunities others do not, and working with a knowledgeable and empathetic advisor can help you navigate complex financial scenarios with confidence and peace of mind.
We spend our lives building wealth to support ourselves during our retirement. If we are successful with this task, we find ourselves living off our nest egg’s earnings, not taking away from the principal. When this is the case, the question of how to pass the wealth on to the next generation, or generations, can become a topic that needs to be addressed.
We spend our lives building wealth to support ourselves during our retirement. If we are successful with this task, we find ourselves living off our nest egg’s earnings, not taking away from the principal. When this is the case, the question of how to pass the wealth on to the next generation, or generations, can become a topic that needs to be addressed.
“Put money in the retirement plan—get started early in life so you’ll have a bigger account when you get older.” “Dollar cost average into the plan, so when markets go down, you’re buying cheaper.” “You don’t pay any tax now; you pay it later, when you’re in a lower tax bracket…” —Wait, what? All this […]
According to ChamberOfCommerce.org, 99.9 percent of businesses in the United States are “small businesses.” But they define small business as 500 employees or less. That’s a pretty big number to be “small.” When I think of small business, I think of “family-owned business”—the kind where a family works together. And when a family works together, […]
Divorce can be one of the most stressful life events you will ever experience. You shouldn’t have to make decisions that will affect the rest of your life without the help of a divorce financial professional. We specialize in helping people facing divorce make financial decisions with confidence.
Last week I spoke with a client who was excited to tell me he had left his job and started his own consulting company. I was happy for him, and as his advisor, was curious to learn more about it. Learn more about our conversation.
Once all the paperwork has been filed and approved by the court, you are officially moving on to your post-divorce life. Before too much time passes, be sure to address these steps to get you started on the right path.