Time to Read: 5 Minutes The number of tax-savings strategies available to affluent investors and high-income earners continues to shrink—but Health Savings Accounts (HSAs) are a noteworthy exception to this trend. Often overlooked or misunderstood, HSAs can be a great tool when used correctly. An HSA can create an easy annual income tax deduction and
Time to Watch: 4 Minutes Not sure where to start when it comes to long-term care? Watch the 4 minute video below as our Director of Wealth Management, Patrick Ford, CPWA®, interviews local long-term care expert Steve Elliot on the basics of costs and coverage options.
Time to Watch: 5 Minutes Leave a Map and our Estate Planning Checklist were developed because we see how difficult it can be for people to settle someone's financial affairs or estate after they pass. Couple that with the grief of losing a relative or a friend and it can be overwhelming to know
Time to Read Summary: 3 minutes | Over the past two decades, the advent of low cost brokerages with online trading have rendered traditional stock brokers obsolete. In addition, most professional investment managers don’t consistently beat their benchmark after fees. Many affluent families have come to view the cost of financial advice as an investment
Time to read: 5 minutes | Use of a Social Security claiming strategy plays an important role in most retirement income plans. However, the rules are complex and change often. In addition, the best claiming strategy is highly dependent on one’s unique situation and preferences. Many intelligent people rely on an incomplete understanding of their
Time to read: 5 minutes | Ever since the story broke about the Equifax data breach and potential theft of personal information, we’ve received many questions from concerned clients. According to the Federal Trade Commission, if you have a credit report, it’s likely you’re one of the 143 million U.S. consumers whose personal information was
Many companies now award their workers with stock in the form of Restricted Stock Units (RSUs). This helps retain talent and it gives employees a vested interest in the success of the business. However, large equity awards can create unique challenges for recipients – how much to sell, when to sell, how to consider tax