Long Live Tax Season: Tax Planning Year-Round
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
What is Your First Money Memory?
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster […]
Do You Need a Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring […]
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of […]
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and […]
A Word About Crypto
I attended a symposium on Family Office investing this past week. A couple of folks from the Fidelity Digital Assets unit shared many interesting and […]
Planning for Art Ownership – NFTs
*The distributed ledger technology of blockchain is most commonly associated with bitcoin and other “cryptos,” but the use of such tech reaches much wider. An […]