Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
Learn more from our blog!
Managing Your Retirement Plan During Times Of Inflation
It doesn’t make headlines like a stock market crash, but inflation quietly chips away at the purchasing power of your savings.
Should I Convert My IRA to a Roth for My Disabled Child’s Inheritance?
When planning for a disabled child’s inheritance, parents and guardians face complex financial decisions. One is particularly impactful: whether to convert a traditional IRA to a Roth IRA.
Avoiding Pitfalls: How Assets Can Impact Your Child’s Government Benefits
For families of children with disabilities, managing assets to preserve government benefits requires careful planning. Programs like Supplemental Security Income (SSI) and Medicaid are essential resources that provide financial and healthcare support.
If opportunity doesn’t
knock, build a door.
