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Your personal journey – your defining experiences, perspectives on money issues, and your particular situation in life – is uniquely yours, and a cookie-cutter plan won't work for you. We begin by understanding your past, present, and future to advise on the best strategies to plan. Our team makes you aware of the specific financial implications of every aspect of your life, allowing you to gain and keep peace of mind so you can get back to doing the things you love.
Our retirement and lifestyle planning process includes:
- Analyzing your habits as it relates to your cash flow.
- Understanding the money you owe, the money you grow, the money used to live, and the money you plan to give.
- Identifying life transitions specific to your journey.
- Aligning your money to your goals and purposes.
Follow these timeless investment principles to maximize your effort.
INSIGHTS ON RETIREMENT AND LIFESTYLE PLANNING
Market Update: Third Quarter 2024
Retirement & Lifestyle Planning
The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as a probable winner, with a much tighter race now. Does that mean that Harris is better for the stock market? No. The market was up […]
Read More A Tax Planning Guide for High-Net-Worth Retirees
Minimizing Tax Impact, Retirement & Lifestyle Planning
Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention to their tax planning strategies. Planning for taxes can help them address retirement income and leave a significant legacy for their descendants with decreased concern […]
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