The Art of Legacy
Estate Planning for Families across Generations
Join us for a seminar that explores multi-generational planning for families.
Protecting the Future, Celebrating the Present
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.
Intentional Spending
Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.
The Power of Being Known
A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.
Mindful Finance
Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.
Illuminating the Next Chapter
At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.
Personalizing Your Pension Election
For employees with access to a pension plan, there is a choice between managing their own pension assets for maximum flexibility or delegating responsibility to their employer for maximum certainty.
Embracing Mental Accounting
The phenomenon known as "mental accounting" shapes how we categorize and value money, consciously or not, and influences how we behave and interact with it.
Paying for Certainty
Every decision to keep or pay down debt balances both personal and financial benefits, and not every circumstance is created equal.
Planning While the World is in Flux
Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.
Giving with Intention
It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.
Your Retirement, Your Values
A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.
Two Things in Life are Certain
Taxes is one of life’s certainties and we have seen countless times that having the right professional and effective collaboration can make all the difference.
Donor Advised Funds
Donor Advised Funds are powerful tools for legacy planning, can also benefit tax planning, and help mitigate gains from appreciated stock.
Who’s Got Your Back?
The point of estate planning is to prepare now to make things easier for yourself and your loved ones later.
Equity Compensation – Know your Options
Equity compensation in the form of stock options is a complex issue. Understanding the balance of risk and benefits will lead to a confident decision when considering a new job.
Mindful Finance
Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.
Important but not (yet) Urgent
We rarely know when our estate plan will become urgent. And all too often, “later” comes too late.
Living the Dream?
Our daily routines and rituals are a reflection of how we are learning to cope. We consider how daily routines and respecting boundaries help us find a sense of normalcy in a world that is out of balance.
Tax Extensions & Updates Amidst Coronavirus
July is the new April! At least as it applies to tax filings and deadlines. Among the many changes that coronavirus has brought, one is the extension of a variety of tax filing and payment deadlines for 2019 and 2020.