Category: Financial Planning

The Power of Compounding: Stay Invested for Long-Term Financial Growth

September 16 2024
When planning for your long-term financial goals such as retirement, don’t let short-term market volatility distract you from the benefits of long-term investing. The Power of Compounding Being in the market, while assuming risk, means that your investment benefits from compounding growth when your investment’s earnings are...

Financial Health Check for Your Foundation: A Nonprofit Guide to Secure Investments

March 8 2024
Conducting a yearly financial exam can be as valuable as the wellness check-ups we diligently schedule with our doctors. It’s a proactive method that safeguards the long-term health and vitality of your financial assets. For non-profit organizations, this endeavor is even more critical, as the stewardship of funds affects your...

Navigating the Wealth Maze: How to Select the Perfect Financial Advisor

February 26 2024
It’s often said that wealth doesn’t come with a manual. If it did, the section on financial planning would likely be thicker than a dictionary. For high net worth individuals and recent retirees, the act of managing substantial assets is like traversing a labyrinthine maze — one that could lead […]...

Maximizing Your Equity Compensation Plan

December 7 2023
As the year comes to a close, you should consider reevaluating your finances and taking steps to optimize your financial plan. For those with equity compensation packages, this can become a burden due to the various outcomes and their implications on your tax picture. The complexities of stock plans can […]...

Who Should Inherit Your Wealth?

October 24 2023
It’s a simple question but doesn’t necessarily have a simple answer: When you are no longer around to enjoy your wealth, who should inherit it? There are several possibilities. Immediate family, extended family, close friends, and charitable causes are all popular options, but depending on your individual circumstances, your ultimate...