Category: Wealth Strategy

As we celebrate International Women’s Day, I find myself reflecting on the powerful moments shared at the recent Coldstream ‘Invest in Women’ event featuring Julie Larson-Green, Chief Technology Officer at Magic Leap. Surrounded by a diverse group of inspiring women, the energy in the room was palpable, fueled by the authenticity and wisdom imparted by [...]

As the saying goes, “in this world nothing can be said to be certain, except death and taxes.” While we may not have control over the inevitability of taxes, we do have tax planning strategies at our disposal to minimize the impact. When utilized productively, tax planning can be a strategic approach to optimize your [...]

As the air becomes crisp and the scent of cinnamon and evergreen fills our homes, the holiday season beckons us to gather with loved ones and revel in the warmth of traditions. In a world marked by rapid change and constant innovation, there is a profound beauty in the steadfast nature of holiday customs that [...]

If you’re reading this article, it’s likely you are charitably inclined, value giving back to the community, and attend fund-raising events for the causes most important to you. Now picture this… you are sitting at a table for your favorite annual gala – the time has come to fill out your donation form and write [...]

The 2022 tax period came to an end on October 15th, and we know the last thing you want to think about is our good old friend, Uncle Sam, but hear us out! He extended his stay through October 15th and maybe took more of your time and money than you anticipated. And he’ll come [...]

In my last article, “You Can Stand Under My Umbrella,” on the importance of an umbrella policy, we referenced a few exceptional stories highlighting when chaos happens – and how the appropriate insurance coverage can ‘save the day’ and protect assets during such times.  We have all seen the ads showing when “life happens” and [...]

Halloween overlaps with Medicare open enrollment, which in 2023 is happening between October 15th and December 7th. In the spirit of this festive season filled with ghosts, goblins, and ghouls, we want to warn you of another unwelcomed visitor that may spook you: IRMAA surcharges on your Medicare premiums (queue eerie music)! Read on to [...]

In a world where unforeseen circumstances can swiftly turn the tides of fortune, safeguarding one’s wealth becomes paramount.  For wealthy individuals, protecting their hard-earned assets requires more than the average homeowner’s insurance.  Enter the realm of large umbrella insurance policies, a vital component to protect against the unforeseen and unpredictable. The internet is full of [...]

When Congress passed the SECURE Act four years ago, the rules for most beneficiaries of inherited IRAs underwent a major overhaul. Prior to the SECURE Act, most IRA beneficiaries were able to spread their required minimum distributions (RMDs) over their life expectancy. As part of the SECURE Act, Congress introduced the term eligible designated beneficiary, [...]