Financial News
Family
Tips for Managing an Inheritance
As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals…
Read MoreWatch Out For These Financial Pitfalls in the New Year
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. Your 20s & 30s Being financially illiterate. By learning as much as you can about saving, budgeting, and investing now, you could benefit from…
Read MoreSharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn’t easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid talking about it altogether. If…
Read MoreMedical Advocacy Expert Interview with Claudia Cometa
Ahead of COVID-19 we continued with our expert interview series and sat down with Claudia Cometa, PharmD of Peace Advocacy Group. Claudia is a patient advocate and educator. She focuses on medical advocacy and educating others on how to advocate for themselves and those they care about while navigating our healthcare system. Claudia’s work is…
Read MoreWealth & Relationships: An Interview with Dr. Chuck Misja
As a firm it is our goal to be a partner with you through all of life’s seasons, not just in a wealth management role, but as a resource to help alleviate worries and provide clarity in the many areas of your life. Through our work we notice that the worries of our clients are…
Read MoreKey Estate Planning Documents You Need
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a…
Read More