In honor of our team member Ariana Alisjahbana welcoming her first child this week, we are rerunning an article from June 2022 that highlights financial considerations to keep in mind as you celebrate this next phase of life. Congratulations to Ariana and her growing family!
Even while tuition bills seem far off in the future, 529 plans can be a powerful tool which can help parents establish the habit of saving early and ease some of the financial and psychological stress that can arise as college enrollment approaches.
Taking steps to develop independence from the power grid saves energy and money and can also bring you peace of mind. Whether you are ready to make the change to solar energy or just beginning to explore your options, we can help you understand your financial landscape and provide support as you engage with experts to assess your personal situation.
As the holiday season shifts into full swing, now is a good time to begin looking at your upcoming expenses ahead of end-of-year financial planning, along with fine-tuning your annual budget as you prepare for the coming new year.
Donor Advised Funds (DAFs) are powerful tools for charitable giving and legacy planning. They help with organizing a giving strategy, allow for potential asset growth, benefit yearly tax planning, and help mitigate gains from appreciated stock.
Social Security benefits are an important component of any retirement plan. The decision of when to claim Social Security benefits should be based on your individual circumstances.
For many, the years leading up to retirement are a time of transition from the world of work to one of leisure and personal fulfillment. Carefully preparing can give you peace of mind, freeing your headspace for life’s more meaningful moments.
Inheriting wealth is an emotional, legal and financial journey. Seeking guidance from a team of professionals as you navigate this journey will provide insight and support to your decision making process along the way.
The decision to move or renovate depends on a multitude of factors. Consulting with experts such as real estate professionals, mortgage brokers and financial professionals can provide valuable guidance in choosing your path forward.
With intentional planning, gaps in taxable income can create valuable tax planning opportunities that aren't available in high-income years. Understanding these opportunities makes it easier to take the leap.
With age comes change, and change means facing the unfamiliar. Part of the unfamiliar journey is the decision to age in place, or finding a care community to support your needs.
Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?
Knowing what you’re spending money on or saving for, and importantly why, can help you to balance the future and present, allowing you to find fulfillment in the financial choices you make.
To personalize your legacy, take a step forward with your estate planning, adopting an attitude of contemplation as you mentally meander through what you want and what you don’t want.
Many things can affect the “right” amount of cash to have on hand. In our conversations with clients, we compare it to financial decisions involving a trade-off between security, risk, and return.
Good tax planning does not simply mean minimizing your tax bill every year. A broader view allows you to better balance tax considerations with other priorities in your life.
If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.
As inflation emerges from a long hibernation, the impact on consumers is acute. It's important to acknowledge that inflation has been a normal and recurring part of economic growth throughout history - and can have some silver linings.
The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.