by Peter Smith | Feb 1, 2017 | Blog, Estate Planning, Retirement Planning
This is a question we ask of all our clients whether they are younger couples who are saving for college for their children and retirement, or high net worth folks who want to retire, travel, and gift to family and charity. It is a question we ask of all our clients...
by Brian Kuhn | Jan 17, 2017 | Blog, Estate Planning, Retirement Planning, Risk Management, Wealth Management
Having student loan debt can seem overwhelming. The balances are large, the interest rates are not always low and the time frames feel endless. What may be most disheartening to student loan borrowers, is unlike other types of loans based on tangible assets like cars...
by Brian Kuhn | Dec 13, 2016 | Blog, Estate Planning, Retirement Planning, Wealth Management
College costs are a problem. It is a trillion dollar problem delaying the retirement of the parents and stunting the career growth of the students. Everybody knows it and it’s not going away any time soon. Total student loan debt is now over $1.3 Trillion as of June...
by Donald Hannahs | Nov 28, 2016 | Blog, Estate Planning, Retirement Planning, Wealth Management
Yes. Many business owners don’t allocate the time or financial resources to undertake local community outreach and charitable projects. Here are some of the reasons that a corporate-wide program to support local projects and nonprofits should be considered a priority...
by Brian Kuhn | May 24, 2016 | Blog, Estate Planning, Federal Employee Benefits, Insurance, Risk Management, Wealth Management
How do you charge? This is an obvious one. What you are looking for is to fully understand the answer provided. This is harder than it sounds. If you don’t come away from that question knowing exactly what you might be paying up front and over time, something isn’t...
by Peter Smith | Mar 22, 2016 | Blog, Estate Planning, IRS, Risk Management, Wealth Management
We are in the First Quarter of the year. It is that time of year where we find ourselves waiting for our 1099s to “dribble in” to complete our tax returns. And as our thoughts turn to income and taxes it may also lead us to dreaming about becoming wealthy enough not...
