Gifting Strategy
It’s sometimes referred to as the “Great Wealth Transfer.” As baby boomers turn 65, their attention turns more towards how to transfer their wealth rather than how to accumulate it. Seeking to transfer wealth as tax-efficiently as possible is not just a matter of...
Retirement Primer
As you approach retirement, the financial landscape can grow increasingly complex. Our Retirement Primer is designed to offer clear, concise explanations of key concepts and terminology that are critical to informed decision-making in the later stages of wealth...
Preserving Capital in Retirement
The transition from working to retirement can be a difficult one for individuals to navigate. After having spent so much of your life working, moving to a mindset of retirement can create a whirlwind of emotions. In the midst of dealing with those emotions comes a...
Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years or more. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big...
