Taxes

Are You Reaping the Many Tax Benefits of Owning a Home?

…help clients navigate a wide range of financial and tax planning challenges. For help with your tax planning strategy, schedule a call. Footnotes: https://www.irs.gov/publications/p936 https://www.irs.gov/taxtopics/tc504 https://www.irs.gov/taxtopics/tc503 https://www.irs.gov/newsroom/home-office-deduction-benefits-small-business-owners https://www.irs.gov/forms-pubs/about-form-5695 https://www.kiplinger.com/taxes/605201/federal-tax-credit-for-electric-vehicle-chargers https://www.nolo.com/legal-encyclopedia/deducting-medical-home-improvements.html…

Illustrative design of number 6 drawn on notebook

Financial Planning

Six Ramifications of Not Having a Financial Plan

…may face. If you’d like to begin the process of building your financial plan, please schedule a call. 1 https://www.businessinsider.com/rich-famous-celebrities-who-lost-all-their-money-2018-5#michael-jackson-was-reportedly-at-least-400-million-in-debt-when-he-died-unexpectedly-in-2009-1 2 https://andscape.com/features/why-do-so-many-pros-go-broke/ 3 https://www.aboutschwab.com/modernwealth2019 4 http://stageraw.com/2016/07/01/aeas-latest-missive/ 5 https://andscape.com/features/why-do-so-many-pros-go-broke/ 6 https://www.goodreads.com/quotes/499411-if-you-don-t-know-where-you-re-going-you-ll-end-up…

Investing

Are You Rational or Are You Normal?

…which include private flights and air taxis, are 1 in 9,821. (Fortune, 2017) Because let’s face it, it’s just more interesting Sorry that’s the best I could come up with…It’s…

Financial Planning

How Women Are Financially Affected by Divorce

…your financial life before, during or following a divorce, please schedule a call. Footnotes United States Government Accountability Office, “The Nation’s Retirement System,” 2017. https://www.pewresearch.org/fact-tank/2017/09/20/americans-see-men-as-the-financial-providers-even-as-womens-contributions-grow https://www.ubs.com/content/dam/WealthManagementAmericas/documents/2018-37666-UBS-Own-Your-Worth-report-R32.pdf https://legaljobs.io/blog/child-custody-statistics/ https://www.creditcards.com/to-her-credit/surviving-divorce-financially/ https://www.worthy.com/blog/knowledge-center/insights/financial-study-on-divorced-women/ https://www.cnbc.com/2021/09/21/divorce-can-devastate-womens-retirement-savings-how-to-rebuild.html…

Financial Planning

Why Every Pro Athlete Needs a Fiduciary Financial Advisor

…challenges that may stand in the way of the client’s financial success. For help building your financial plan, please schedule a call. Footnotes https://www.sec.gov/rules/interp/2019/ia-5248.pdf https://www.sec.gov/rules/final/2019/34-86031.pdf https://www.finra.org/rules-guidance/key-topics/suitability https://www.statista.com/statistics/240102/average-player-career-length-in-the-national-football-league/ https://dunkorthree.com/nba-player-career-length/ http://baseballreflections.com/2020/03/19/career-paths-for-baseball-players-after-professional-sports/ https://www.irs.gov/individuals/international-taxpayers/foreign-earned-income-exclusion…

Adult daughter and mother having serious conversation

Financial Planning

Having the Most Difficult Conversation

…hold difficult conversations with clients on a regular basis. If you have any questions or would like assistance with getting the conversation started, please schedule a call. Footnotes https://www.pewsocialtrends.org/2013/01/30/the-sandwich-generation/ https://www.morningstar.com/articles/957487/must-know-statistics-about-long-term-care-2019-edition

Older couple embracing

Estate Planning & Trusts

Having the Most Difficult Conversation

…advisors hold difficult conversations with clients on a regular basis. If you have any questions or would like assistance with getting the conversation started, please contact us. Footnotes https://www.pewsocialtrends.org/2013/01/30/the-sandwich-generation/ https://www.morningstar.com/articles/957487/must-know-statistics-about-long-term-care-2019-edition

Financial Planning, Risk Management

COVID-19’s Impact on Long-Term Care Insurance

…assets and provide security to their families. If you are interested in learning more about long-term care insurance, or for any other financial matter, please contact us. Footnotes https://www.morningstar.com/articles/957487/must-know-statistics-about-long-term-care-2019-edition https://www.genworth.com/aging-and-you/finances/cost-of-care.html…

 

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