Virtually all personal-service professions have moved toward specialization — and rightly so. Their clients have different needs and goals; and, to serve them effectively, these differences must be acknowledged...
The Biden Administration has proposed sweeping changes to the tax code that could affect your taxes in many areas, including personal income, employment, estate, gift, and corporate taxes. With...
As appeared in WealthManagement.com. With many charities struggling to raise funds and meet expanding demand during the pandemic, philanthropy, a term that literally means “love of humankind,” has become...
Previously published in Business New Hampshire Magazine. We believe the prospects are bright for accelerating economic activity during 2021. New Hampshire and the national economy look poised for renewed...
Last week, Congress passed a $900 billion relief bill called The Consolidated Appropriations Act, 2021 (the Act). The legislation was signed into law by the President on Sunday, December...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Over the past two years, the Federal Reserve...
As Appeared in Kiplinger. If you are one of the growing number of Americans who are in a relationship and living with someone, a cohabitation agreement might not be...
The many challenges of 2020 have of course been exacerbated by the heightened uncertainty surrounding them. While the human challenges remain the most critical, from a financial-planning perspective, many...
As Appeared in Kiplinger. With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of...
October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change. Undoubtedly, albeit to varying degrees, these challenges have impacted...
With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients....
As appeared in Barron’s. I recently did an internet search for the “evolution of advice.” The results were telling. Most of them related to technological advances and the growing...
As appeared in Financial Advisor Employers need good employee incentive plans so that the interests of their firms and companies are aligned with the needs and wants of their key...
As Appeared on CNBC Every four years, as we approach the U.S. presidential election, we reflect on the wide-ranging implications of each potential outcome. As is always the case,...
Our advisors, Marshall Rowe, James Fitts and John Weeks celebrated the release of their new book, Your Next Adventure: Planning for Life After the Sale of Your Business. The...
In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have”...
As we seek to enrich the lives of our clients, we are pleased to present exclusive events focused on addressing all of the important aspects of their lives, including their...
As Appeared in Small Biz Daily Business owners by nature are problem solvers. Driven by a need to be in control of their destiny, they start businesses that solve...
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was recently enacted into law and many of the provisions of the $2 trillion package may be relevant to you....
Part of the $1.4 Trillion spending package passed by Congress and signed off by the President, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act contains several important...
The practice of making New Year’s resolutions has existed for hundreds of years. The practice is related to the winter solstice and the process of rebirth. With the driving...
As appeared in Estate Planning Magazine by Thomson Reuters Henry David Thoreau famously wrote: “If you have built castles in the air, your work need not be lost; that...
As appeared in Financial Advisor Magazine There’s no denying that longevity is increasing in the U.S. and throughout much of the world. Recent legislation like The SECURE Act, passed...
The fast-paced and demanding private equity and venture capital industries can provide opportunity for significant wealth accumulation to partners and executives. Read...
Shockingly, 60 percent of family wealth succession transfers fail, according to research by Roy Williams and Vic Preisser in Preparing Heirs, 2003. We explore how families can pass an...