Financial Planning Services

Creating a Family Office Helps Keep Focus on the Business
 

Creating a Family Office Helps Keep Focus on the Business

Posted: December 6, 2018
A family with significant wealth and investments in various real estate and other assets often needs to create a “family office.” Asset management, accounting services and managing family affairs become the primary responsibilities of the family office.

Sorting Out 529 Plan College Savings in a Divorce
 

Sorting Out 529 Plan College Savings in a Divorce

Posted: August 28, 2018
Divorcing parents often forget they might need to sort out 529 college-savings accounts they have opened for children. Accounts don't have to be split, but the divorce judgment should spell out what happens to the fund if the child doesn't attend college.


The Effect of Tax Law Changes on Financial Planning
 

The Effect of Tax Law Changes on Financial Planning

Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retire­ment. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.

5 Tips on Stock Market Investing
 

5 Tips on Stock Market Investing

Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.