SEEDS OF KNOWLEDGE

What to Ask Before You Hire: 1) Are you fee-only and a fiduciary at all times? Please confirm in writing. 2) How are you compensated? Flat fee, subscription, or AUM, and what’s included? 3) What conflicts exist, and how are they managed and disclosed? 4) Will I receive a written financial plan and IPS? 5) How do you coordinate with my CPA and estate attorney? 6) What is the review cadence, and how do we measure progress?

Why the Importance of Tax Planning Can’t Be Overstated Tax planning isn’t just about filing your taxes on time or finding last-minute deductions. It’s a proactive strategy that helps you keep more of what you earn. Think of it as a roadmap that guides your financial decisions throughout the year, not just at tax season. Why is this so important? Because taxes can take a big bite out of your income, especially if you have stock options or other complex assets. Without a

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

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te

What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues

This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.