HIGH-NET-WORTH INDIVIDUALS AND CHARITABLE GIVING

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...

Handling Retirement Shortfalls

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...

Estate Planning 101

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...

CAR BUYING TIPS

by Katie Brown | Sep 24, 2021 | General

CAR BUYING TIPS Purchasing a car is a major financial decision. We offer top considerations before you sign on the proverbial dotted line. SO, YOU’RE IN THE MARKET FOR A NEW CAR — EXCITING! FOR SOME, BUYING A CAR IS A FAMILIAR BI-ANNUAL AFFAIR. OTHERS ACT FAR LESS...

RENTING VS. BUYING A HOME

by Katie Brown | Sep 17, 2021 | Investment

RENTING VS. BUYING A HOME Deciding whether to rent or purchase a home is a major life decision. NO MATTER YOUR AGE, THE PROSPECT OF PURCHASING A HOME IS A MAJOR LIFE DECISION. For many, owning a house is the iconic American Dream. For those people, it’s not a matter...