Estate Plan Organization: How Your Wealth Advisor and Attorney Can Work Together
Estate planning is a critical part of a comprehensive wealth management plan. An estate plan helps ensure your assets are distributed according to your wishes …
READ MORE »
Wealth Management Tips for Merging Finances
Building a relationship and getting married can be a beautiful process for individuals who have carved independent paths and are ready to merge their lives …
READ MORE »
Developing a Wealth Management Plan After Loss
Dealing with the loss of a loved one and managing their affairs can be overwhelming, especially as you begin to navigate your own future. As …
READ MORE »
How to Overcome the Challenges of Generational Wealth Management and Inheritance
According to Cerulli Associates,1 we will witness the Great Wealth Transfer over the next 20 years, with baby boomers and older Americans passing more than …
READ MORE »
Wealth Management Insights: Overcoming Barriers for Women Investors
According to Ellevest1, the Great Wealth Transfer will unfold over the next 20 years, putting more capital into the hands of women than ever before. …
READ MORE »
Why Financial Planning Should Be Part of Your Wealth Management Strategy
Securing your long-term wealth and stability is contingent upon comprehensive financial planning, a framework encompassing all aspects of your financial life, such as budgeting, risk …
READ MORE »
Intentional Wealth Management: A Case Study in Strategic Planning for Non-Planners
Introducing Lila and Victor Lila and Victor, both in their mid-40s and living in Santa Barbara with their two teenagers, are successful medical professionals earning …
READ MORE »
Divorce After Retirement: Navigating the Questions with a Wealth Advisor
Getting divorced later in life, especially after retirement, presents unique challenges and considerations. While emotionally taxing at any age, post-retirement divorce can be significantly more …
READ MORE »