Archive for April 2016
Estate Planning 101: Shaping Your Future, The Essentials
Whether you have a complex financial situation or a simple one, estate planning is a way to take care of yourself and the people you love.
Read MoreWealth Director: Enhancing the Client Experience
Wealth Director is a powerful tool that allows for interactive financial planning between advisors and clients. One of the most common frustrations many people have is the inability to see all of their various accounts from different institutions in one place. Wealth Director solves this problem.
Read MoreRetirement Savings: Delaying gratification or buying peace of mind?
The big question on many American’s minds is how much they need to save to have a comfortable retirement. Simple question right? Wrong.
Read MoreThe Living Plan
Many people think that a financial plan is for their benefit. No doubt, our clients are more organized and have a clearer picture of what the future may hold. However, when we create a financial plan, we’re also creating it for ourselves, as advisors.
Read MoreWhat is a Charitable Remainder Trust and when would I consider using it?
The first reason you would consider a CRT is because you are charitably inclined. This vehicle can provide a way to give, when you might otherwise be unable to do so. In addition, if you are considering an action that has a significant tax liability and/or you need to generate income, this type of trust can provide certain advantages.
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