Charitable giving is becoming an increasingly important part of many peoples’ wealth management plans. If you are planning to do some charitable giving, one tax-smart strategy to consider is giving a gift of appreciated securities instead of cash.

Find out more on the blog today as we break down two different scenarios - one if you are giving $10,000 in shares and the other if you are giving $10,000 in cash.

Financial planning doesn’t have to be difficult. Speaking with a financial coach that is able to break down the steps to take as well as give you tips and tricks on how you can save is an easy way to get ahead.

I want to share the 8 components we start with when helping clients with their Financial Planning

Interest rates have been at the lowest-ever level for 14 years. Interest rates are rising. Inflation is the highest it has been in 40 years. What are the consequences? What do business owners and high-net-worth clients want the most? Capital preservation, tax efficiency, and low volatility.

Tax, investment and estate planning strategies for those age 65 and over.

Alternative Investments and why they are more relevant today. This blog discusses WHY there are changes in the market given where we are as a society today and what the consequences are.

The new luxury tax on select aircraft will go into effect on September 1, 2022, the same day it will go into effect on the cars and boats covered by the new tax.