Wealth Management Insights
Wealth Management Insights is our monthly lineup of informative articles addressing a variety of topics.
Should an article touch on key concerns for you and your family, be it your current needs or future goals, or if you simply want more information on a topic, call us for an appointment.
2018 Archives
Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.
The Power of Charitable Remainder Trusts
It’s important to engage in smart philanthropy by using certain tools and strategies that can help you have a much bigger charitable impact than you otherwise could—while simultaneously enhancing your own financial flexibility.
Sudden Wealth - What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?
Qualified Opportunity Funds - The latest way to do well by doing good
Now there’s a new type of impact investment—called Qualified Opportunity Funds—that is worth checking out if you’re looking to build wealth, reduce a capital gains tax, and improve communities across the country. For investors with these goals, the funds can potentially be a powerful part of an overall wealth plan.
Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.
