SEEDS OF KNOWLEDGE

Inheriting money can feel like a sudden windfall, a blessing wrapped in opportunity. But it can also bring a mix of emotions and questions. What do you do next? How do you make sure this gift lasts and grows? If you’ve ever found yourself wondering, " I just inherited money, what should I do?, you’re not alone. Managing inherited wealth effectively is about more than just spending or saving—it’s about creating a plan that respects your goals, your family’s future, and the tax

When it comes to managing your wealth, especially if you’re stepping into the world of inheritance or rising financial success, clarity and trust are everything. You want a financial advisor who doesn’t just talk numbers but speaks your language. Someone who offers transparent financial planning methods that make sense without the jargon or hidden fees. That’s where working with a flat fee financial advisor can change the game. Imagine having a clear, upfront cost for your f

The Great Wealth Transfer: Ensuring Your Heirs Are Prepared for Financial Success

Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but