Below you'll find a list of all posts that have been tagged as “Wealth Management”
When it boils down to it both men and women want to achieve long term financial security. So how is financial planning for women different? While we all want to achieve the same goal, most women face certain challenges that are unique to them. What are those issues and how can we mitigate their effect on your financial future!
Stop me if this has happened to you. You’re talking with your financial advisor and you have questions about how your investments will affect your tax planning for the year. The response is, speak with your CPA….right? This is why a comprehensive manager matters!
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you didn’t want to spend your time and energy thinking about your finances. You’ve lived, and you’ve learned. The value of money is …
Key Points Develop a family financial map Communicate early and often Be clear about your expectations and values Introduce your heirs to your financial advisor Avoid this unfortunate inheritance situation It’s not an uncommon scenario: The parents pass away and leave the family home to the children, Joe, Bill and Marie. Joe wants to keep the house and live in …
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration issue as having more than 20% of your portfolio in 1 stock. My office is located in a heavy technology company area. These tech companies have all sorts of retirement and stock plans, including: ESPP, RSU, Stock Options, Profit Sharing, …
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Here are some things that can reduce your tax liability. Ways to Reduce Your Taxes Tax credits Tax deductions Eliminate tax penalties Choose correct filing status Timing of income collection Timing purchases and other expenditures Timing of buying and selling assets Using retirement …
