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You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?

Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.

2Q 2023 Economic & Market Update

July 9, 2023 Insights

Tim and Evan provide a quarterly market update on the state of the markets and business cycle.

The Super Rich Stress Test Their Financial Plans – and So Should You

June 19, 2023 Insights

Stress testing is a powerful form of a second opinion. Plans, products, or services that might look great on paper all too often prove to be less impactful once they are implemented. It is not uncommon for there to be unintended consequences. Ultimately, stress testing is when you ask “What if...”.

The Sunset is Coming. Are You Prepared?

April 27, 2023

Families interested in transferring wealth and leaving a legacy should keep in mind that the lifetime estate and gift tax provisions in the TCJA are scheduled to sunset, or expire, at the end of 2025.

More Money, More Problems

March 13, 2023 Insights

Understanding the direct correlation between money and problems, or wealth and complexity, and the specialized knowledge and higher level of expertise required.

Charitable Giving & Wealth Replacement Strategy

March 6, 2023 Insights

Learn how a combination of a Charitable Remainder Trust and Wealth Replacement Trust can benefit you, your heirs, and your favorite charity.

SECURE ACT 2.0 - Top 5 Changes That Can Impact You

January 27, 2023 Insights

The SECURE Act 2.0 was signed into law in late 2022 to help Americans bolster their retirement savings and strengthen their long-term financial security. Here are select changes from the SECURE Act 2.0 of 2022 that can impact you.