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As a high net worth individual, you likely have a team of professionals handling different aspects of your personal finances – attorneys, accountants,...
On December 22nd, 2017, President Trump signed the Tax Cuts & Jobs Act (“the Act”) into law. The bill passed Congress through the...
Your financial health is essential to all the things you want to do in life. Now is the perfect time to reflect, reset,...
Is your estate plan set up to manage some of the most common problems that happen in life? Does it reflect your latest...
No matter your position in life, whether you’re a business owner or retired and living off your assets, financial psychology plays an important...
It’s expected that in 2017 more than 62 million Americans will receive roughly $955 billion in Social Security benefits.[i] The vast majority of...
Over the years, we've received many questions regarding Individual Retirement Accounts (IRAs). Typically, most investors want to know if they should choose a...
If you’re seeking to change a life or make a positive impact in your community, preparing a charitable giving plan is an essential...
Do you dream of owning a ski, beach or lake house? Well, you're not alone. In fact, according to leading statistics company Statista,...
No one likes to think about the idea that there may be no tomorrow, whether it be for themselves or a family member....
