by Katie Brown | Nov 12, 2021 | General, Retirement
Long-Term Care Costs & Choices You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care. When people hear “long-term care”, they often think of a nursing home. But there are a...
by Katie Brown | Nov 5, 2021 | General
FINANCIAL PLANNING FOR WOMEN There are important planning considerations for women to help them reach their financial goals. AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, ISN’T SAVING AND GENERATING...
by Katie Brown | Oct 15, 2021 | General
HIGH-NET-WORTH INDIVIDUALS AND CHARITABLE GIVING Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE ACT WHOSE VALUE IS TO BENEFIT OTHERS. But for high-net-worth individuals, it is not conflicting to point...
by Katie Brown | Oct 8, 2021 | Retirement
Handling Retirement Shortfalls How to address retirement savings that aren’t stacking up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent sampling wines in the Napa Valley and golfing the...
by Katie Brown | Oct 1, 2021 | General
Estate Planning 101 Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated to the wealthy alone. Indeed, anyone who wants to plan for the distribution of their assets or exercise of your...
Best-In-State Wealth Management Teams (2025 & 2026) 