I’ve had some highly productive meetings recently with new clients. We are in the process of working through important decisions, wealth planning and moving their accounts to our firm. When …

When I send the agenda for our meeting to my clients in advance of our upcoming review of their investment portfolio and financial plan, I ask them in the e-mail if anything else is on their mind. I …

I’ve written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how the strategy can be of benefit. Essentially, we sell individual …

I have been helping two sets of clients who are brother and sister to each other. They share as beneficiaries of a few different accounts, inherited from their mother. We easily transferred their …

It is a great feeling as a parent to have achieved your own financial success, having helped your children along the way, with assets to pass along to the ones you love. The timing of how you pass …

I have always wanted to build wealth. Many people do. What is your definition of wealth? How does one go about building wealth and more importantly, how do you keep your wealth? The first wealth is …

When a new prospective client calls our office, one of the questions they sometimes ask is “What are your fees?” before they tell us what kind of service they are seeking or ask us what …

Estate planning can be simple or it can be sophisticated.  Complexity may arise because of the size of your net worth, but that doesn’t always have to be the reason.  Blended …

We are often asked what the ideal time is to begin retirement planning. To be clear, retirement planning and retirement saving are two different things. One should begin saving for retirement as …

The Social Security program is complex and often misunderstood. If you work and receive a paycheck, you understand that you are paying into the system because you see the deduction from your wages. …

A question we commonly get asked is, When should I begin social security? Should I start early? Or should I start it later? The answer is, it depends.  It’s interesting that just …

I posted a question on social media recently, “ATTENTION LADIES: I am seeking your input! What financial topics do you feel are important to women? Why? Thank you!” As I read what was …

The essence of a wealth management relationship BY LOUANN SCHULFER  AWMA®, AIF® I received a call from a client a few days ago:  he had a quick question.  That quick question turned …