Financial Focus.
How do you balance immediate financial needs with long-term strategies to build and conserve wealth? In our regular Financial Focus articles, we provide answers with insights into financial planning, investment management, retirement planning, tax effciency, and income planning.
May 16, 2016
Client Vault: Filing System at Your Fingertips
The Client Vault solves the organization issue by allowing our clients to upload, store, and access any electronic file from a computer, tablet, or smartphone with an internet connection.
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May 13, 2016
The Role of an Executor: What am I responsible for?
In the role of Executor, the complexity of your responsibilities will vary based on the complexity of the decedent’s assets. In general, you are responsible for sorting out the finances of the deceased, making sure debts and taxes are paid, and distributing assets to the heirs.
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Apr 28, 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.
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Apr 21, 2016
Wealth 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.
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Apr 19, 2016
Retirement 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.
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Apr 15, 2016
The 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.
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Apr 5, 2016
What 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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Mar 28, 2016
Terrorist Attacks & Stock Markets
In light of last week’s terrorist attack in Brussels, the Washington Post reviewed historical attacks and their effect on the…
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Mar 25, 2016
Do the Social Security File and Suspend and Restricted Application changes impact you?
In November, Congress decided to eliminate both the option to file and suspend your application and the option to file…
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Nov 17, 2014
2014 Schwab Impact® Conference
Schwab Impact was truly empowering and we look forward to sharing our newly found insights with all of you over the coming year.
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