December 2014

Time for your year-end planning

2014 SAW REMARKABLE market growth. Because you may have experienced significant gains, now is the time to start meeting with your advisers, accountants, and attorneys to reflect on the year’s events, and to confirm that you have made the most of all available tax savings and investment strategies. The end of the year is a […]

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Reflections of the season

CHRISTMAS IS A TIME when we Christians celebrate the birth of Jesus in Bethlehem. The day is spent with family and friends opening gifts, sharing stories, and ignoring (for a few hours, at least) the whirlwind of events in our world that swirl around us.

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The importance of family

Multigenerational planning (for a business or a family) increases the opportunities for financial stability and encourages open communication. So often in the world of finance we focus on the earning and saving and spending of money, and we don’t focus on communication and thoughtful discussions with our loved ones on how to intelligently prepare for

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