What will be your legacy? Have you spent time thinking about it? Maybe you want a foundation committed to championing the causes that fill you with passion. Or maybe you want to ensure your family will be financially comfortable for generations to come. As a financial advisor, I have seen how quickly the strongest investment plans can be unraveled due to inefficient wealth transfer strategies, costly taxes and expensive court costs.
Opportunity Zones are a hot topic these days. How are you measuring impact when making QOF investments?
Putting together the most advantageous strategy to pay for your MBA is probably one of the last things you want to do. Since we have a lot of experience with this situation, we put together a quick guide to help you out.
So you’re getting married and you and your future spouse have not discussed money. There’s no easy way to start this conversation—but it’s very important, as research cites financial conflicts as one of the major disruptors of marriage.
Robert F. Smith's generous gift is timely given the recent national discussion about the racial wealth gap. You may have heard that despite gains in education and income for black Americans, the gap between wealth controlled by black families and wealth controlled by white families is getting worse.