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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

Asset ProtectionUncategorizedWhy Asset Protection is Critical for Future Generations
January 21, 2025

Why Asset Protection is Critical for Future Generations

For high-net-worth individuals, wealth preservation is about more than growth—it’s about protection. In a world of economic uncertainties and personal liabilities, safeguarding your assets and ensuring financial stability requires proactive…
PitfallsUncategorizedCommon Estate Planning Pitfalls to Avoid in 2025
January 21, 2025

Common Estate Planning Pitfalls to Avoid in 2025

Estate planning mistakes can be costly—especially with the major tax changes coming in 2025. Without proactive strategies, even the most well-intentioned plans can lead to excessive taxes, family conflicts, or…
Strategic PlanningUncategorizedStrategic Estate Planning Through Our 3-Dimensional Planning Approach™
January 21, 2025

Strategic Estate Planning Through Our 3-Dimensional Planning Approach™

Estate planning is about more than just preserving wealth—it’s about shielding your legacy and feeling confident that your hard work will benefit future generations. With the upcoming 2025 tax law…
end or year in the winter time in big city at night with illuminated Christmas tree under tower walkwayUncategorizedFive Things To Do Before End Of Year To Solidify Your Finances
November 18, 2024

Five Things To Do Before End Of Year To Solidify Your Finances

The rush and excitement of the end of year is in full swing as you prepare for the holidays and buy those last-minute gifts for a special loved one. Just…
UncategorizedAn Intentionally Defective Grantor Trust: A Powerful Estate Planning Tool
November 6, 2024

An Intentionally Defective Grantor Trust: A Powerful Estate Planning Tool

Estate planning is an essential aspect of wealth management, and it involves developing strategies to preserve and transfer wealth to future generations in a tax-efficient manner. One powerful estate planning…
UncategorizedAre You Prepared for Retirement?
September 16, 2024

Are You Prepared for Retirement?

As individuals plan for retirement, understanding the complexities of Medicare becomes increasingly important. One such aspect is the Income Related Monthly Adjustment Amount (IRMAA), which affects the premiums individuals pay…
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Curated Articles

The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
After a Great Run for Stocks, Be Ready for Something Different

After a Great Run for Stocks, Be Ready for Something Different

Sizzling returns may well continue, but this New York Times columnist suggests that it would be wise to prepare for the next storm. Read More

You Don’t Need to Know It All

You Don’t Need to Know It All

Expecting yourself to know everything is unrealistic and leads to burnout. Giving yourself permission to not know everything opens opportunities for trust-building and learning within your team, fostering growth and yielding thoughtful solutions. Read More

The Power of Compound Interest: Calculations and Examples

The Power of Compound Interest: Calculations and Examples

Discover the magic of compounding and why it's important to increasing wealth Read More

Good Debt? Bad Debt? There’s No Such Thing

Good Debt? Bad Debt? There’s No Such Thing

Borrowers, whether they’re the government or individuals, should focus less on potential returns and more on risk management, writes Allison Schrager. "As long as the world is uncertain, there is no such thing as good debt or bad debt. There is only good risk management and bad risk management. It’s a crucial concept to understand as the US continues to add to its public debt, which has tripled in the last two decades to almost $36 trillion." Read More

More People Are Living in the Riskiest Wildfire Zones

More People Are Living in the Riskiest Wildfire Zones

The Palisades and Eaton Fires in Los Angeles show the dangers of living in what’s known as the wildland-urban interface. Read More

5 Ways to Use Portfolio Diversification to Ease Market Anxiety in 2025

5 Ways to Use Portfolio Diversification to Ease Market Anxiety in 2025

Leveraging the power of portfolio diversification can help navigate life’s financial reefs and shoals and raise chances for smoother sailing in 2025. Read More

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Stocks posted solid gains in the third quarter as investors welcomed the Fed’s decision regarding short-term interest rates…
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