3 min read Investing in private equity and alternative assets can be a game-changer for high-income families. This practice can offer unique opportunities for portfolio diversification, wealth preservation, and long-term growth; but understanding the nuances…
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Fee-Only Fiduciary Benefits
It’s always the goal to make your money work as hard for you as you’ve worked to earn it, but developing strategies and tools to do that can be both daunting and time-consuming. Most of…
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Directing Your Own Financial Destiny
4min read Do you feel “in charge” of your financial life? Or do you feel you are being swept along by a set of circumstances that are beyond your control? Do you take responsibility for…
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4 High-Income Financial Mistakes
Like many of our clients, you’ve probably made a good living for yourself, with a steady, high income and a comfortable retirement on the horizon. That’s great! But it doesn’t mean that you’re immune to…
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Estate Planning for High-Income Families
2min Read Family and legacy are often some of the most brought up topics by my clients, but many people tend to focus only on retirement and the money it will take to get there. …
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Tax Diversification and Your Retirement
Tax season is almost over and, in the middle of the month, millions of Americans will be paying their tax bills or receiving refunds. In the world of finance and investing, the concept of diversification…
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Are Financial Advisors Worth It?
Is hiring a financial advisor worth it? As a current client, you know firsthand that hiring a financial advisor can be an intimidating prospect. But you also understand what a beneficial relationship you can have…
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What Are You Teaching Your Kids About Money?
You know your children have a lot to learn. But out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should be near the…
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How to Align Your Personal Values With Your Financial Goals
While money may not buy happiness, there’s no denying it can give you more opportunities. Maybe you want to increase your charitable contributions or focus on socially responsible investing. No matter the goal, you can…
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As a Commercial Real Estate Broker, Are You Ignoring Your Retirement Plan?
As a commercial real estate broker, you likely enjoy certain perks, such as high earning potential and being your own boss. Like most of our clients, you probably want to retire earlier than is typical,…
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