Qualified Charitable Distributions, or QCDs, are one of my favorite tax-smart financial strategies. In order to make QCDs count, there are a number of rules
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Previously, I ended an article saying, “If your intention is to pass assets on to your children or grandchildren, look to options other than retirement accounts
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I met with a delightful couple recently as brand-new clients. They’ve worked hard and equally as important, practice sound financial disciplines. They’ve
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A new year can either be a fresh start, a time to tweak or you can let it roll by without doing anything different at all. If resolutions are your thing, here
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Our firm has an advisory council consisting of five diverse clients who we get together with twice per year for a half day of uninterrupted deep discussion. We
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I had a client call me the other day who was concerned about the market’s future performance. His accounts are actively managed and he has a long-term time
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Wealth is always in formation, and the information that you receive is critical to optimizing your wealth. One of the most important pieces of information for
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When our sons were very young, we set a goal for them to have some sort of part-time business to operate during their teenage years. The opportunity presented
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Layers of rules are what we deal with when it comes to accumulating a net worth and managing a net worth. There are IRS rules, requirements and restrictions
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When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will
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Wealth is always in formation, and the information that you receive is critical to optimizing your wealth. Take our tax laws for example, in formation and
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A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
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