More Money, More Problems
Understanding the direct correlation between money and problems, or wealth and complexity, and the specialized knowledge and higher level of expertise required.
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.
Understanding the direct correlation between money and problems, or wealth and complexity, and the specialized knowledge and higher level of expertise required.
Learn how a combination of a Charitable Remainder Trust and Wealth Replacement Trust can benefit you, your heirs, and your favorite charity.
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.
Homeowners Insurance: Should the unthinkable happen, your homeowners insurance is designed to help you recover, repair, and rebuild.
As the new year begins, it is important to highlight the key changes to our 2023 tax code as the IRS adjusts many of its rules to account for the impact of inflation.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.