Insights

Achieving Continuity with a Financial Adviser

Achieving Continuity with a Financial Adviser

Life is filled with unexpected twists and turns.  If there were no surprises, we could set one plan in place and there would never be any changes.  But changes occur without notice, and the question is then how we will respond to the...

5 Steps for General Tax Planning

5 Steps for General Tax Planning

Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns.  Tax preparation...

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....