Video Category: We're Talking Money

Patience is rewarded, and just in time. We are sharing the 5 Tax Environments and how to make them work for you.

Are you considering or already been involved in the charitable activity? Learn how to integrate charitable giving as part of your financial, tax, and estate planning. Feel free to download the full slideshow.

The tax element can serve you in a multitude of ways. This video discusses the below: Saving tax money spent Growing assets in a tax-deferred/tax-advantaged account How best to pay yourself if you own your own business When to pay yourself and staff vs. paying uncle sam (profit sharing) Taking…

The purpose of the form CRS is to provide the client with easy to understand language that will detail the way their advisor operates. It is so easy to use, in fact, that it states the questions you should be asking your advisor and their team. Key Questions Given my…

The US Securities and Exchange Commission is everyone’s favorite federal agency responsible for regulating the US markets. The SEC is located in Washington DC, this agency was created when Franklin D. Roosevelt signed the Securities Exchange Act in 1934. Before the creation of the SEC, oversight of trade in stocks,…

Wealth management is complex, we try to simplify life for clients by breaking it into 10 elements. Many of these elements carry sub-elements. Our goal is to focus on one element each month to provide you with a comprehensive overview of each. Of the 10 Elements, Cash Flow is one…

You hope it never happens, of course. But ignoring the possibility is hardly the answer, especially when you consider 1 in 7 Americans will experience long-term disability. Yet, preparing for disability is not a high priority. Some say it is overwhelming while others say “I won’t be disabled”. Choosing to…

Divorce has been dubbed ‘The Retirement Killer’ for a reason. Almost every time we work with a client who has/is going through a divorce, retirement accounts and the success of their overall financial plans quickly get derailed.  All that great planning that was put in place during their wedded bliss…