Would it surprise you to know that a large portion of our new clients already have a financial plan and an investment advisor they like? It might feel a little bit odd or even counterintuitive, but that’s a fairly regular occurrence around here. Why would someone with a financial plan and an investment manager they […]

For executives, there is a list of key strategic decisions made starting in Q4 and carried into Q1. In Q4, we’re primarily focusing on decisions around deferred compensation and 401(k) changes. Fast forward to the first quarter, when some of the most consequential financial decisions of the year quietly get made.

If I could go back and sit across from my 35-year-old self, I wouldn’t give vague advice like “work hard” or “be patient.” I’d get a little more specific. I’d talk about the actual decisions that moved my career forward because those early years matter more than you think.

As we enter the new year, many of our executive clients are just coming up for air from the holidays, closing out the last quarter, and finally taking a moment to think about what’s next. This is when some of the most important and impactful financial conversations of the year happen.

As we approach the final stretch of the year, many of our clients—especially corporate executives—are facing some of the most impactful financial decisions they’ll make all year. The fourth quarter is the season to tighten up benefit elections, fine-tune cash flow strategies, and make smart tax decisions that can ripple into future years.

More than 15 years ago, I got referred to a teacher and her husband who had just won the lottery. I’m not talking about a couple hundred bucks from a scratch-off ticket—they won the whole thing. The prize, before taxes, was probably around $50 million.

A few years ago, my family and I joined the ranks of newly minted Floridians. Our move to Florida was driven by a number of factors, among them were the appeals of the tax environment and the all-winter outdoor weather. It’s been wonderful calling Florida home.

Tax planning isn’t just about crunching numbers—it’s about making sure your money is working for you in the most efficient way possible. The best strategies aren’t always the most obvious, and sometimes, a little creativity can go a long way.

What happens if my bank fails? How can I protect my money? Should I switch banks? I’ve been fielding questions like these since the recent failures of technology-focused Silicon Valley Bank (SVB) and Signature Bank. Google has too. The search engine’s data reveal that the week the two banks buckled, there was a 43% increase […]

This is not your grandparents’ middle-aged generation. You are living longer and healthier, defying advertisers and salespeople with your buying habits. In years past, Boomers were ignored by advertisers in the automotive industry, who were clamoring over the millennial generation – and still do.