Posts Tagged: Wealth Planning

Avoid Liquidity Event Tax Traps

Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If they had come to us before the event, we could have helped them keep more of their hard earnings. more >

Should You Name a Relative as Trustee?

Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust and how a professional trustee can help. more >

Estate Planning Checkup: 3 Questions to Ask Annually

Think you have a solid estate plan in place for your heirs? If it’s been a while since you established it, it’s probably time for a review. Melissa Punim details key estate planning considerations you should review each year. more >

Meet David Muchow

Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and stay on course to meeting their goals. more >

When Tech Deals Go Well

Incentive stock options, or ISOs, can make a huge impact on reaching one’s life goals. But success requires careful financial planning until that big liquidity event. Here’s one example. more >

Meet Michael Glowacki

Michael Glowacki has spent years coaching clients to visualize what they want from life so they can achieve it. As you prepare to set your New Year’s resolutions, read how you, too, can create your vision for success in 2017. more >

Year-End Income Tax Planning

Republican income tax proposals to reduce rates at the top end and cap itemized deductions make year-end tax planning as important as ever. Ray Edwards details strategies to potentially minimize your tax bill. more >

Does the Election Mean the End of Estate Taxes?

Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still make estate planning a good idea. Clay Stevens explains why. more >

Selecting From the Credit Card Cornucopia

Choosing the right credit card for you depends on your unique spending patterns, desire for simplicity versus benefit optimization, and willingness to pay an annual fee to obtain better rewards. more >