Sudden Wealth: Issues to Consider
An unexpected and substantial increase in wealth necessitates careful consideration of possible issues. Use this checklist to help navigate your next steps.
Life Insurance Policies: Issues to Consider
Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is used for business succession, estate planning, or income replacement. This checklist addresses crucial factors for selecting an appropriate policy.
Pension Benefits: Which Option is Best for Retirement?
After you retire, your pension plan typically offers you at least two alternatives: a consistent income stream or a one-time lump-sum payment. Which alternative suits your circumstances the best?
Planning for the Sale, Disposition, or Succession of Your Business
The business appraisal and evaluation process for an exit strategy can be challenging. Learn where to start and what questions to ask.
Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Financial Planning for Your Child’s College Education
Our mission is to assist you in funding your child's college education with guidance on Financial Aid, Funding, Qualified Accounts, and Tax Planning. Learn more.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
Financial Management and Retirement Planning Tips for Young Professionals
Navigating the shift from college to adulthood can be challenging, especially when it comes to financial management. Contributing early to retirement plans and managing credit, savings, and student loans can make a big difference in long-term financial health.
RMD and Estimated Tax Payments: Considerations and Tax Strategies
Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.
How to Ensure a Lasting Legacy for Your Family-Owned Business
Learn about the Family Love Letter, a family-owned business planning tool that bridges understanding and informational gaps from one generation to the next.