Frequently Asked Questions
Year-End Tax Planning: 7 Charitable Giving Strategies to Consider
As the year draws to a close, you have a unique opportunity to optimize your financial strategies through charitable giving. Not only can these strategies support causes you care about, but they can also potentially reduce your tax burden. Let's explore seven...
How to Make Money Decisions that Align with Your Values
Are you making money decisions that truly align with your values?
Building and maintaining wealth is much more than the numbers in your accounts. It is about creating a life that produces the freedoms you want and moves you closer to the legacy and impact you desire to make.
Simply, before you make any major money decision, you must answer this question: what is your “why”?
Here are five steps you can take to help you make money decisions that align with your values.
Should I Help My Child Buy Their First Home?
As a financial advisor, I often get asked the question of whether or not someone should help their child buy their first home. Here are four great ways to use your wealth to help them.
How to Have a Healthy Relationship with Wealth
Tools and strategies to create and maintain a healthy relationship with money for yourselves and your family.
What to Do When Faced with a Major Liquidity Event
What to do when facing a major liquidity event. What are the possibilities and challenges when you receive a large sum of cash.
Financial Assistance for Children – To Do or Not To Do
There are four steps you can take to undo financial enablement and guide your children toward becoming financially responsible adults. Here are the do’s and don’ts of providing financial assistance to your children.
Planning on Giving to Charity this Year?
Perhaps the greatest benefit to building wealth is the opportunity it provides you to give back. No matter where you are in life, you may be driven by a sense of purpose beyond yourself. You may not just want to build wealth to make your life better, but to make the world better. And you have the opportunity to do so by giving to charities that matter to you.
Ways to Empower Financial Decisions in Your Children
Empowering your children to achieve financial well-being, including the fundamentals of responsible money management and eventually wealth building, is an educational process that should start at an early age. But even if your children are already teenagers or perhaps young adults, it is not too late.
How to Facilitate Financial Responsibility in Children
Here are some of the pitfalls to consider as teach your children financial responsibility as well as some of the valuable teaching moments you won’t want to let slip by.
How Involved Should Adult Children Be With Family Wealth?
You’ve worked hard to build your wealth. Now, it’s time to decide how it will affect the next generation. As your children become adults, you have some big decisions to make about how that wealth gets passed on to them, and how they handle it.