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Wealth Transfer Checklist

Wealth Transfer Checklist

Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the...

Planning for Tax-Efficient Wealth Transfer

Planning for Tax-Efficient Wealth Transfer

It’s sometimes referred to as the “Great Wealth Transfer”. As baby boomers turn 65, their attention turns more towards wealth transfer rather than accumulation. And how much has the baby boom generation accumulated? Estimates vary from as...

Five Easy Generational Wealth Transfer Tips

Five Easy Generational Wealth Transfer Tips

Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization....

Why Women are Better Investors

Why Women are Better Investors

In a survey conducted by Fidelity, fewer than 9% of respondents said that they thought that women were better investors than men. If that’s the predominant view, it’s not surprising that women are underrepresented in the financial...

What Do Financial Wealth Managers Do?

What Do Financial Wealth Managers Do?

A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with...