Archives: Resources

How Do We Effectively Work Remotely During Times of Crisis?

Ensuring we can deliver optimal level of service to our clients, no matter the circumstance, is paramount. Pandemics, power outages, natural disasters, extreme weather conditions…these are but a few of the reasons we work remotely. More often than not, these situations arise without warning and challenge our team to adapt quickly to a new working …

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How to Navigate Divorce and Family Finances During the Holidays

The holiday season is supposed to be the most wonderful time of the year, but if you are newly divorced, in the middle of the divorce process, or simply contemplating the future of your marriage, it is probably anything but wonderful. We are constantly surrounded and influenced by television and social media that hounds us …

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Personal Credit: How to protect yourself pre-divorce

“If you don’t protect yourself, you risk the negative consequences associated with your former spouse’s debt.” Divorce can be an emotional roller coaster, one you never wanted to ride and one you can’t wait to get off.  While you’re holding on tight and waiting for this shaky ride to end, it’s easy to forget about …

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The conundrum of Required Minimum IRA Distributions

“Conventional wisdom suggests waiting until year-end to take your RMD given that income and capital gains grow tax deferred within the IRA account. However, there are several reasons not to wait until year-end to satisfy your required minimum distribution.” The traditional IRA mandates required minimum distributions (RMDs) to be satisfied each year by December 31st …

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Ready to Move On? 5 Questions to Ask Yourself Before Fighting to Stay in the Family Home After Divorce

“I have learned that deciding what to do with the family home has far more to do with emotion than it does with practical financial planning.” How would you feel if you thought you were going to lose your family home? Angry? Sad? Frightened? A mix of all three? In our experience of helping people …

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Why are so many advisers joining the independent ranks?

“Having made the transition myself, I can now see clearly why many advisers believe they can better serve their clients as representatives of an independent registered investment adviser.” The marketplace for wealth-management services has been undergoing a period of significant evolution, with the pace of change accelerating in recent years. In my view, these changes …

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What should I know about Qualified Small Business Stock?

“The Qualified Small Business Stock exemption is a powerful planning tool that we think many entrepreneurs, investors and advisors often overlook.” The Qualified Small Business Stock (QSBS) exemption, outlined in Section 1202 of the Internal Revenue Code, provides one of the most beneficial capital gains tax benefits in federal income tax law. Yet, in our …

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Why would you set up a family office yourself when others can do it for you, and more efficiently?

“We are delivering this comprehensive array of services at a cost and commitment of time that we believe our clients would be unable to achieve were they to set up their own family office.” No manual exists on how to set up a family office. Considering that each family’s circumstances and needs are unique, this stands to reason. …

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