How to Have Successful Conversations Around Wealth Transfer
Ryan Richardson, CFP®, Senior Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, July 27, 2023
The much anticipated “Great Wealth Transfer” is looming on the horizon. Over the next few decades, an estimated $30 to $68 trillion will be passed down from baby boomers to their Gen X and millennial children (source: Forbes). Additionally, the current federal estate tax exemption is $12.92 million per person, or just shy of $26 […]
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10 Questions to Ask Your Financial Advisor
Yoshi Brownlee, Client Experience & Marketing Associate | Carolyn Taylor, President & Founding Partner | Thursday, June 15, 2023
Making decisions about your financial life can be daunting and difficult no matter the stage, but the choices you make now can have a major positive impact over time. Whether you are just thinking about getting started with professional financial advice, actively interviewing candidates or even heading into a quarterly review with your current advisor, […]
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Wealth in the Return
Chrissy Rhamy, Operations Associate | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Thursday, May 25, 2023
If you find taxes confusing, then you are not alone. Albert Einstein once said, “the hardest thing in the world to understand is the income tax.” While we outline many useful tax details in our Key Financial Data Sheet and even observed the US history of taxes in a prior blog post, it is truly the […]
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The Evolution of the World of AI
Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Sally Eisenberg, Operations & Client Service Associate | Friday, March 24, 2023
Artificial Intelligence, or its short form AI, is a term new to many people, but did you know that it has been around since the 1950s? In fact, AI has already woven itself into our day to day lives. While it is easier to identify certain technology that has been considered “life changing” such as […]
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Planning for a Successful Job Transition
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Kelli Burger, CFP®, Wealth Management Advisor, Partner | Wednesday, February 15, 2023
During times of slowing growth and economic uncertainty the thought of one’s own employment can come into question. Whether you have another job lined up, are transitioning to retirement or planning to take a break between careers, there are several emotional and financial items to carefully consider. For some it’s an opportunity and others an obstacle […]
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