Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefited from repeated stock splits over the years, having a large position in a single stock carries unique… Read More
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Estate Planning: Trusts
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of… Read More
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The Great Joy of Traveling
Some of the best conversations I have with our clients is finding out where folks have gone and what adventures they have encountered during the year. Nothing makes me happier than seeing our clients happy, healthy and yes, wealthy. Wealth… Read More
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Funding a New Business
You’ve written your business plan, you’re excited about your business idea, and now it’s time to get started. One problem: You don’t have the financing to fully realize your dream. What are your options? Aside from using your own funds… Read More
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Gift and Estate Taxes
If you give away money or property during your lifetime, those transfers may be subject to federal gift and estate taxes, as well as state gift tax. The money and property you own when you die (i.e., your estate) may… Read More
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Asset Allocation in Retirement
Your asset allocation strategy in retirement will probably be different than the one you used when saving for retirement. During your accumulation years, your asset allocation decisions may have been focused primarily on long-term growth. But as you transition into… Read More
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Following the (News) Crowd… Is it Good for You?
There is no finer example of humans’ herd mentality than listening to, and acting upon, the tidbits of the financial news media. As was commented recently, what if you left the design of elevator buttons to these folks in the media? Instead of “UP and… Read More
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Teaching Your Teen About Money
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in… Read More
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How to Help Your Aging Parents Prepare for Retirement
Some people stride into their retirement years with the same self-assurance they’ve demonstrated all their lives. They’ve got the retirement thing figured out, and they don’t need help from anyone. But others go into retirement never entirely certain they’re actually… Read More
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Life Insurance for Business Owners
If you own your own business, chances are you’ve at least thought about the conditions under which you will leave the business and who is going to take over after you’re gone. Business continuation is difficult enough under normal circumstances,… Read More