Category: Financial Planning

Why Do You Need A Customized Wealth Plan?

Financial Planning  |   June 15, 2018  |  
Ryan Halls

Each person’s financial situation is different, with a unique set of existing holdings, tax constraints, long- and short-term goals, and personal preferences. In fact, your family dynamics and communication can have a much larger impact on your multi-generational financial health than any investment-related factor. Adding to the issue, financial institutions often mistake your identity as […]

What Are Five Important Questions You Should Answer for a Successful Business Succession?

Financial Planning  |   May 21, 2018  |  
Mike Sanders

It’s hard for most entrepreneurs to imagine life without the company they’ve founded, the product of years, even decades of hard work and sacrifice. Yet today, when more than half of small business owners are over the age of 50, according to a new study by Babson College, it’s more important than ever to have […]

529 Plans

Financial Planning  |   December 22, 2017  |  
Alex Clendennen

Elementary, my dear college saver: Tax reform expands 529 plans   If you’re saving for your kids’ education, you may already know about 529 plans, a smart tax-deferred way to accumulate assets for college tuition, room & board and other mandatory post-secondary fees. But under the proposed tax reform bill, 529 plans may become even […]