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You And I Will Work Together To Ensure You Are Living Your Best Life, Financially And Otherwise


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Financial Planning for Executives: Are You Financially Ready to Become a Partner in the Business?

Making partner. It’s the dream for many executives. When you first were hired, you looked at the owners of the company and dreamed about sitting where they sit, and now your company has offered to bring you into the fold as an owner of the company. A wide range of emotions can be experienced during this period. You’re probably excited about the opportunity, possibly worried about the colossal shift in responsibility, and, of course, concerned about the financial ins and outs of the whole situation.

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Financial Planning for Executives: Advanced Income Tax Strategies for Highly Compensated Workers

As an executive, a key element to your financial planning is income tax planning. The end goal is for you to keep as much of your hard-earned money as possible, which can be challenging when you fall into a tax bracket that reflects your high compensation. Many of the tax strategies that are commonly found online work well for people with moderately high incomes, but you may find that it’s time to amp up your game.

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My Partner Has More Money Than Me. What Do We Do?

In financial planning, we often talk about how everyone has a unique money situation. This remains true for the two individuals that make up a couple, or who are in a long-term relationship together. Just because you share a life with one another doesn’t necessarily mean your financial life is the same – and this can cause some tricky dynamics in your relationship.

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How Do We Manage Debt In Our Financial Plan?

Like most people, you probably have mixed feelings about the debt load you carry. That’s because, while no debt is truly “good” there are some forms of debt that can help to improve your financial standing. Alternatively, many people hurt themselves financially by taking on “bad” debt – which is labelled as such as it doesn’t improve your situation by taking it on, or the terms of the debt were not ideal.

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What To Do When Long-Term Medical Emergencies Strike

When a chronic, debilitating illness strikes, no time should be wasted before putting together a financial and estate plan tailored to your new circumstances. The more your financial and legal advisors know about your condition, they can work with you to develop plans tailored to your circumstances.