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Category: Wealth Strategy

August 1, 2024

Will or Living Trust: Which Is Right for You?

For many of us, the legacy we leave behind is important. We want to leave our loved ones with a rich history of fond memories and shared stories, while also making sure they are cared for financially when we are no longer around. But how we distribute these resources to our heirs is just as [...]

Contributions from: Jay Winston, CFP®, CAP®, Heather Hamamoto, CFP®, CDFA®

July 15, 2024

The Art of Parenting: Preparing Your College-Bound Student

Preparing to send your child off to college marks a significant milestone not just for them, but for your entire family. It’s a time filled with excitement, anticipation, and perhaps a touch of apprehension about what lies ahead. Many parents who send their first kid off to college are surprised to discover the various financial [...]

Heather Kessler
Contributions from: Heather Kessler, CFP®

June 12, 2024

Financial Considerations for LGBTQ+ Family Planning

Family planning for LGBTQ+ couples can come with a unique set of challenges and considerations. While the emotional and logistical aspects of starting or expanding a family are at the forefront, financial planning is equally important. From navigating the costs of medical processes to understanding legal implications and securing parental rights, financial preparedness plays a [...]

Contributions from: Katie Quick, CFP®

June 11, 2024

The Importance of an Annual 401(k) Checkup: Keeping Your Retirement Plan on Track

As financial planners, we often emphasize the importance of regular financial health assessments. Just as you visit a doctor for an annual checkup, your 401(k) deserves a yearly checkup to ensure it’s aligned with your financial goals. A well-maintained 401(k) can significantly impact your retirement readiness, so let’s explore how to give your account the [...]

Contributions from: Colby Stirrat, CFP®

April 22, 2024

Estate Changes Are Coming: Who Really Needs to Take Action?

When Taylor Swift wrote her song, You Need to Calm Down, she probably had no idea how relevant her song title would be when thinking about the Tax Cuts and Jobs Act of 2017 (TCJA) sunsetting on January 1, 2026. Headlines are setting off alarms and panic for many high-net-worth individuals. However, the TCJA sunset [...]

Becky Wilcox
Contributions from: Becky Wilcox, CFA®, MBA, FRM®, Heather Hamamoto, CFP®, CDFA®, Anne Marie Stonich, CFP®, CPA

April 19, 2024

Navigating the Impending “Sunset”: How to Prepare for Tax Changes Expected in 2026

The Tax Cuts and Jobs Act of 2017 (TCJA) ushered in numerous changes to U.S. tax law, many of which are set to expire or “sunset” on January 1, 2026. This impending shift presents both challenges and planning opportunities for taxpayers. Here’s a detailed look at the key changes and strategic planning approaches to consider: [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 15, 2024

5 Key Players in your Estate Plan

When most people decide to start their wealth management journey, the shiny object in the room is always financial planning – and we get why! Nothing beats seeing your years of savings, short-term goals like that once-in-a-lifetime trip, and long-term goals like early retirement, all in one place and your advisor confirms your financial plan [...]

Contributions from: Katelyn Spangler, CFP®

March 13, 2024

Risk Tolerance vs Asset Allocation: Finding the Right Balance

When people hear the word risk, they usually visualize “dangerous” things like riding a motorcycle, starting a business, or maybe even a high-stakes game of poker. Taking on risk often comes with the potential for reward – in poker, you can never win a big hand if you don’t ante up. In investing, there is [...]

Contributions from: Bryan Carr, CFA®, Jay Winston, CFP®, CAP®, Jordan Travis, MBA, FPQP™

March 8, 2024

Balancing Act: Women, Work, and Wealth Management

How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...]

Katie MietusAlexandra Lambert
Contributions from: Katie Berntson, CFP®, Alexandra Lambert, Larissa Vidal, CFP®

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