For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It’s the way we’ve always done business. But given how fast technology is… +
Blog
How Financial Coaching Helps Advisors Differentiate
In brief, the financial planning process consists of gathering data, analyzing the data and presenting recommendations accordingly. Some examples of these recommendations might include working longer, saving more, reducing expenses, changing allocations or consolidating investments…. +
Tips for Avoiding Common Holiday Cyberscams
For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase… +
Year-End Financial Planning Checklist
As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and… +
Key Elements of a Nonqualified Deferred Compensation Plan
Deferred compensation is a term broadly used to describe any agreement between you and your employer to hold back your compensation until a future date or event, such as your retirement. With a nonqualified deferred compensation… +
New IRS Withholding Tool
As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due… +
