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.
Investors tend to see short term-volatility as the enemy. We discuss how volatility tends to lead many investors to move money out of the market and “sit on the sidelines” until things “calm down” and the risks associated with that strategy.
Here are some things you might consider before saying goodbye to 2021.
Inattention and procrastination can hurt family wealth. Although some estate planning is better than none, sometimes people address wealth transfer issues inadequately when they go it alone. Here are some classic missteps.
Long Term Care is a topic we get many questions about and is a top concern for many affluent families. In a continued effort to be a resource to you and those you care for, we invite you to view our 20 minute educational video discussing long term care.
A simple and elegant process to help clients arrange their financial affairs to pursue what is most important to them.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
