Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
Serving on a nonprofit Board of Directors is a rewarding and meaningful way to give back to the community. It’s a labor of love [Read More]
As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.
High earners face additional contribution restrictions to employer-sponsored 401(k) plans. Being aware of these restrictions and how to navigate them can help maximize retirement savings.
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.
PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry.