financial planning

Estate Planning Strategies for High Earners

Estate planning is a crucial aspect of financial management, especially for high earners. With significant assets at stake, it's essential to have a well-thought-out estate plan to protect your wealth and ensure that your wishes are honored.  The…more

College Planning Pays for High-Net-Worth Families

College is a significant investment for families. However, it is often considered worthwhile, with college graduates averaging $1.2 million more over their lifetime earnings than non-graduates, according to the Association of Public & Land-Grant Universities. Luckily, opportunities to…more

Financial Planning Tips for Small Business Owners

Everyone can benefit from financial planning, but creating both a personal financial plan and a business financial plan has multiple benefits for small business owners. Although business planning and personal financial planning are two separate disciplines, each impacts…more

Unlocking Portfolio Potential: The Value of Alternative Investments

Diversification, with risk spread across various asset types, can help reduce portfolio volatility. The classic rule of 60/40 allocation, with less volatile bonds (40%) matched by riskier equities (60%), may have been a reliable method, but it could…more

Tax Organizer Checklist

The key to nailing tax season is preparation. To help you gather your thoughts and get organized, we’ve created this simple checklist on what you should be thinking about as you prepare to meet with your CPA or…more

5 Smart Money Moves to Make in 2024

If getting a fresh start on your financial well-being is one of your top priorities for the new year, you’ve got plenty of company. In a recent Forbes Health/One Poll survey, “improve finances” was the second most commonly…more