Advanced Planning

Estate planning can be as simple as drafting a will or as complex as setting up specialized trusts. When you are ready to create your own plan, it's wise to…

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by…

We consider many of the folks we work with to be “family stewards”. Meaning they primarily seek to use their wealth to care for themselves and their family. Therefore, considering…

There is a growing awareness regarding how health affects our lives, bodies, families and now even our business and companies. Instilling Wellness Programs into our companies and corporate culture is…

In this final installment in our series, “Doing Due Diligence on Your Financial Advisor,” we wrap up our discussion about fiduciary duty and offer additional qualities worth seeking in your…

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you…

Our prior post "Finding The Right Financial Advisor" generated enough interest that we decided to build upon our thoughts and create a series of articles in order to help guide…

Anyone can call themselves a financial planner. Just as in the medical, legal, and accounting professions, consumers need an appropriate resource they can trust to help find a true financial…

A straightforward way to optimize giving throughout the year is with donor-advised funds. Donors are increasingly sensitive to the fact that while giving is always good, giving wisely is great.

How much retirement income is enough? In this short video, Marlena Lee of Dimensional Fund Advisors (DFA), explains that the answer should be customized based on each individual's lifestyle and…