With even the most comprehensive financial planning, there is no way to avoid unforeseen circumstances. When you encounter unexpected expenses, you often must be flexible and act promptly. It can be difficult to adapt without veering off course.

In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that you are informed and actively protecting your identity and assets.

Your life and health insurance policies are a key part of your overall financial plan. It’s important to review these policies each year to ensure that you have the coverage you need. If there are gaps, you can work on implementing proper coverage.

Buying a home is one of the biggest financial moves that you will ever make. There are a number of issues you should be aware of, including how the costs of purchasing and owning a home will impact your overall financial planning goals.

There has been A LOT of talk with our clients on the proposed Biden administration tax policy. This may affect people VERY differently based on if you make UNDER or OVER $400k annually. Biden’s tax plan focuses on raising taxes on corporations and affluent households, while increasing credits for moderate-to-lower-income households.

There has been A LOT of talk with our clients on the proposed Biden administration tax policy. This may affect people VERY differently based on if you make UNDER or OVER $400k annually. Biden’s tax plan focuses on raising taxes on corporations and affluent households, while increasing credits for moderate-to-lower-income households.

Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company’s value, with preferential tax treatment. If you have been (or will be) granted ISOs by your company, deciding whether and when to exercise ISOs and sell shares can be difficult and requires cash flow analysis, complex tax planning, and a long-term strategy.

Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life! There are a number of issues to consider including how the costs of caring for a child will impact both your short-term cash flow and long-term saving and wealth-building objectives.

When you receive a promotion or a raise at work, this change can come with a number of changes that might impact your financial situation. This change can have a great financial impact, and your planning can help make the most of this career advancement.

This checklist covers 21 of the most important planning issues to identify and consider when you're trying to determine how to fund your child’s college education.

This checklist covers 29 of the most important planning issues to identify and consider when you are getting married (or remarried) .

A checklist that covers many issues to consider during a recession or market correction.