Assessing Your Retirement Preparedness in the Modern Age

May 22, 2024

Did you know, according to CNBC, more Americans are expected to turn 65 through 2027 than at any other time in history? This rapid population increase of older adults is often called the “Silver or Gray Tsunami,” though many new

Know What You Are Worth Today to Map Out Your Financial Future

May 22, 2024

It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan

Retirement Security Starts With Visualizing Your Future

May 16, 2024

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is now a critical component of

Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances

May 6, 2024

There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an investment strategy, it may help to lower your estate tax

The Best Investment: Teaching Your Children to Save and Invest

April 8, 2024

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock.1 Making investing possible for your children, nieces, nephews and other loved

5 Ways a Financial Professional May Help Propel High Earners Towards High-Net Worth Status

April 8, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a

High-Net Worth Retirement Planning: How Social Security Fits In

April 8, 2024

As high-net worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the role of Social Security benefits. Understanding how

Improving Your Financial Literacy Can Improve Your Business

April 1, 2024

Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the company’s finances and helping

Matter of Tax Newsletter

March 5, 2024

IMPORTANT 2024 DATES, UNVEILING TAX BREAKS FOR HOMEOWNERS & TAX YEAR 2024 AND 2025 ADJUSTMENTS The 2024 tax season is upon us, and it’s time to get prepared for filing your taxes. Whether you’re a seasoned taxpayer or a first-timer,

refresh retirement plan in spring

Spring Has Sprung: Time to Refresh Your Retirement Plan

March 5, 2024

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2024 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it’s worth taking a closer look at