A home mortgage is one of the most substantial debts that individuals carry. It can be tempting to pay off your mortgage early if you have the funds available, which can lead many individuals to...
Am I having enough taxes withheld?
Filing your taxes can be a daunting task. This is especially true when you are not confident that you had enough taxes withheld from your paycheck throughout the year. If you have had too little...
What steps should you take if you’re concerned about cognitive impairment for a loved one?
Cognitive impairment is a growing reality as we age and can be difficult to either experience firsthand or watch a loved one suffer from, even if they only have mild cognitive impairment. Unfortunately, according to the Alzheimer’s Association website, approximately 12-18% of people age 60 or older are living with mild cognitive impairment, and more than 6 million Americans are affected by Alzheimer’s. Any form of cognitive impairment can put you or your loved one at risk for a financial mishap and undo years of careful planning.
Wealth Management Q&As
Wealth Management is more than investment management. It considers the larger picture. While your investments are critical to your success throughout retirement, it is also important to understand how your taxes, finanical plan, estate, and insurance can affect both your overall situation. Do you know when you should begin collecting social security to maximize its benefit? Have you followed the necessary steps to help your assets pass efficiently to your heirs, avoiding probate? If 529 plans are applicable to you, have you considered 529 plan superfunding or how to maximize 529 plan tax advantages? Our wealth management Q&As consist of popular topics among our clients and are not limited to investment management.