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A financial plan is not a one-time exercise. It is a framework that must evolve as wealth grows, circumstances change, and decisions become more interconnected. As complexity increases, the cost of operating with an outdated plan rises quietly. The most common reasons to update a financial plan tend to fall
Recent labor market data highlights an important dynamic worth considering for financial planning and career outlook. Job growth remains modest and below expectations, with unemployment edging higher. While artificial intelligence continues to reshape certain industries, its current impact on the broader labor market appears limited, with economic uncertainty and cautious
A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they
High school graduation is an exciting and busy time for families. The summer before college is an ideal time to help prepare our young adults for college and help with their financial literacy and responsibility. Some documents and preparation tips are below. A HIPAA Release Form gives healthcare providers permission
As families start contemplating a future transfer of wealth and the role giving will play in perpetuating their legacy, establishing a charitable giving plan should be discussed. However, it’s a discussion that should extend beyond meetings with advisors and become part of a larger, ongoing discussion that includes all family
Once children turn 18, parents no longer have automatic access to their medical or financial records. As we always try to advise, get ahead of your planning before an emergency occurs. Here are some document recommendations for your college children. HIPAA release form – This allows important medical information to be
This is our next article in a series about how to plan and care for our aging loved ones. In this piece, we discuss the potential day to day financial management assistance our parents, or aging loved ones, may need as they age. Below are questions we use with our
This is our next blog in a series about how to plan and care for our aging loved ones. In this article, we list and briefly describe the legal documents that you should have for your senior loved ones. As always, we recommend having them in place well before they
According to a 2019 Senate committee report, older adults lose an estimated $2.9 billion each year to financial scams. Law enforcement struggles to fight these scams because they are being executed from foreign call centers beyond their scope. From the report, the most common scam involved individuals impersonating someone from
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