June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Life Transitions

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Newlywed Name Change: Step-by-Step Guide to Updating Your Last Name

Those who are newly married often are asked the question, “Will you be changing your last name?”

Changing Residency for Lower Taxes

Many of us actively choose our state of residence for professional and other opportunities, or perhaps choose to stay close to friends and family and build a life where we spent our formative years.

Advisor Brief: How Do You Pivot a Client’s Investment Strategy After a Major Life Event?

“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”

Money Management: When and How to Help Aging Family Members

The call came out of the blue that afternoon, with terror and tears coming through from my mother. “Your father says we don’t have money to spend and I need to return everything I bought for the last two weeks!” Sigh. This was not an unusual call.

Planning for Retirement: A Checklist and Guide

As financial planners we are often asked, “Will I be OK in retirement?” Before we even look at a client’s assets and expenses to answer that question, we ask them one ourselves, “What do you want your retirement to look like?”

Financial Planning for Newly Married Couples

You and your new spouse have just celebrated what will be one of the most special days of your lives – your wedding. You return home together after the celebration and walk in the door to find a not-so-romantic surprise awaiting you – your first bill as a married couple. Now what?

To Everything There Is A Season — Is Downsizing On Your Horizon?

“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things down and a time to...

Getting Ready for Maternity and Paternity Leave

For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition...

How to Manage a Windfall

Have you suddenly found yourself with a large sum of cash? Perhaps your windfall was expected, such as from a business sale or inheritance. Maybe it is a pleasant surprise from a large bonus or lottery win. Regardless of how it came to be, there are some critical steps you need to take to protect...

Financial To-Dos in the Aftermath Of Losing A Loved One

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in. Over the years, we have worked with many clients who have...

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Life Transitions

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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