The Most Important Conversation To Have With Your Spouse Before Starting the Estate Planning Process
Starting the conversation about your estate planning process can be one of the most uncomfortable and emotionally fraught moments in your marriage. A couple who has always managed money together well may suddenly find they have different priorities and expectations when it comes to their ideas about how to distribute the wealth they’ve accumulated over a lifetime. How do you handle these conversations with […]
5 Steps You Can Take Now If Your Business And Personal Finances Are Intertwined
As a small business owner, you need to make sure your business expenses are kept entirely separate from your personal bank accounts. Unfortunately, having intertwined finances can make it challenging to get a clear view of your finances and create significant headaches during tax season. But what can you do to rectify the situation if you […]
The Top 9 Questions to Ask During Your First Meeting with a Wealth Management Firm
Hiring a wealth management firm can be similar to hiring an employee for your small business. The wealth management firm you choose is ultimately someone you will be trusting with your livelihood, potentially for many years to come. That’s why it’s important to interview them just like you would a potential employee. Here are nine questions to ask to help determine if a wealth […]
Comprehensive Wealth Management
Comprehensive wealth management is all about developing a financial roadmap designed to prepare for and protect your future. Consulting with a wealth management firm may seem like yet another time-consuming commitment in your short-term schedule. However, the long-term benefits of having a solid financial plan in place will ultimately provide you with more time to enjoy your life and pursue your […]