Many people ask, "who needs financial planning?" The simple answer is everyone can benefit from professional financial planning. It is never too early or late to begin, you can’t be too rich or too poor, know too much or too little. A financial plan can be as complex or as simple as you want. It can include a strategy to protect or increase your assets for a specific goal such as saving for your child’s education, providing for your retirement, minimizing taxes, or maximizing your estate.
But at the center of every prudent financial plan is a trusted advisor, someone who has integrity and training. Someone who will first help you understand each piece of the puzzle and then make them all fit together.
Ten years ago, the economic outlook was bleak. The U.S. was in a recession. The subprime mortgage crisis was undermining Bear Stearns, Lehman Bros., Countrywide Financial, AIG, and other major Read More »
The tax code overhaul brought a lot of changes, but for the estate tax, the most far-reaching result was what didn't happen. Chiefly, you didn't lose the capital gains break Read More »
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