When financial counseling is an executive benefit, is the executive the only one who benefits?

Years ago, companies competing for talent added “perks” for key executives, including company-sponsored financial planning, with the company paying a stipend for executives to receive planning services. Over the years, as profits were squeezed, some dropped...

Smart Risk Management Surrounding a Liquidity Event

The realization of a liquidity event, whether it be through an inheritance or sale of a company, tends to accelerate the achievement of individual or family goals.  One goal...

4 Tips for First-time Homebuyers

Buying your first home is an exciting and daunting experience. As much as you prepare, inevitably, parts of the process are out of your control.  Sound preparation and consistent...

Why You Might Consider a Donor-Advised Fund Prior to an M&A Transaction

For many, in the year of closing of an M&A transaction, a considerable amount of taxable income could be generated from both vested and unvested options, as well as...

Have You Considered the Upcoming Social Security Deadline?

Social Security claiming strategies are centered around the decision of whether to claim benefits as early as age 62, at your full retirement age (typically age 66 to 67),...

Five Tips for Evaluating a Management Team before Investing

Examining the strengths of a management team is essential when evaluating your next investment idea.  This important step in the research process is often overlooked or not given the...

Specializing On Specialists: Financial Planning For Lawyers

As appeared in Financial Advisor Magazine Planning for a person’s financial future without accounting for their individual profession is like planning to perform surgery without first taking the patient’s...

Homeowners Insurance Considerations

Heavy snowfall and below-freezing temperatures have presented myriad challenges for homeowners this winter. The common task of clearing driveways and walkways has been no small burden, and the low...