Tips For Retirement Income Planning

By |2020-01-23T12:56:52-08:00April 2nd, 2019|Featured, Wealth Management Resources|

Time to Read: 10 minutes | Tips for Retirement Income Planning Much time, energy, and thought are put into the fundamentals of saving for retirement before retirement happens – how to allocate assets, understanding the benefits of tax-advantaged retirement accounts, etc.  Less emphasis is put on how to withdraw the funds once you’re in retirement. Retirement

Expertise in Every Role: Why You Want an Operations Team with a CFP® Professional

By |2020-01-23T12:56:52-08:00July 5th, 2018|Featured, Wealth Management Resources|

Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification.  However industry-wide, many practices are structured so this knowledge is top heavy and siloed in

Paying Dividends: Quality Financial Advice, a Sound Investment

By |2020-01-23T12:56:52-08:00May 8th, 2018|Featured, Wealth Management Resources|

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

Brown Wealth Management Raises the Bar For Financial Planning with CPWA®

By |2020-01-23T12:56:53-08:00April 27th, 2018|Featured, Wealth Management Resources|

Time to read: 6 minutes |  While the use of innovative technology along with elemental training are essential, top financial advisors recognize the importance of obtaining elite professional designations. With stringent experience, education, exam and ethics requirements, the exclusive Certified Private Wealth Advisor® (CPWA®) designation is reserved for select advisors – as of 2018 there

Making Sense of Social Security Claiming Strategies

By |2020-01-23T12:56:53-08:00October 18th, 2017|Featured, Market Commentary, Wealth Management Resources|

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

Behavioral and Portfolio Risks of Employer Stock Awards – An Opportunity for Planning

By |2020-01-23T12:56:53-08:00June 20th, 2017|Featured, Market Commentary, Wealth Management Resources|

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