Are you a successful ________ (fill in the blank with your title)? How do you know? You could measure your professional success financially (making a boatload of money), through personal satisfaction (in technical expertise or business acumen) or perhaps by lives touched (both your client’s and your team’s). But do you ever view your success through the […]
We refer to “tax alpha” as the increase in your wealth by optimizing tax strategies in the financial planning process. Alpha is generally an investment term – a measure of “out performance” against a benchmark. You can measure the alpha of a particular holding or your entire portfolio. Tax alpha is not exclusively investment-related, rather it comes[…..]
This year, we’re continuing our tradition of inviting a handful of our most trusted colleagues to share their ideas and expertise on topics of interest to our clients. For this blog, we’re excited to welcome back Curtis Kaiser, JD/MBA. Curtis, a Board Certified Specialist in Estate Planning, Trust & Probate Law, founded the Kaiser Law Group in[…..]
When my children were young, their grandparents often struggled for gift ideas. Birthdays and holidays required me, as mom, to think up ideas for gifts (and usually shop for and wrap them, too!). And, let’s face it, my kids had more than enough toys already. Oh, how I wish we had known about 529 plans! The money[…..]
As spring approaches, we all think about our spring-cleaning chores—windows, garage clutter, yard work, send a few boxes to Goodwill. These chores all make it to the top of the list. Let’s take a swing at some spring cleaning of your finances, even though this may not seem like an obvious time to do a check on[…..]
President Biden signed the American Rescue Plan Act of 2021 (ARP) into law on March 11, 2021. The ARP provides immediate relief for many families and individuals through tax breaks and stimulus checks, but what does the ARP mean for health coverage? Enhanced health insurance subsidies The Affordable Care Act (ACA) provides subsidies to those with modified[…..]
This year, we’re continuing our tradition of inviting a handful of our most trusted colleagues to share their ideas and expertise on topics of interest to our clients. For this blog, we’re excited to introduce you to Dennis Smith of Stratis Financial. Dennis and his team are residential mortgage experts and have helped many of our clients[…..]
For some, aspirations of creating (and growing) generational wealth are of critical focus. If you weren’t a recipient of an inheritance but have dreams of leaving a legacy to your family, where can you begin? Considering an estimated 70% of families lose their wealth by the second generation and 90% by the third, planning for generational success[…..]
Adventure is out there! And, after a year of lockdown and quarantine, most of us are more than ready to pursue it as soon as it’s safe to do so. Like many of our clients, Mark and I are avid travelers. Whether for business or pleasure or by plane, train or automobile, we eagerly anticipate our next[…..]
This year, we’re continuing our tradition of inviting a handful of our most trusted colleagues to share their ideas and expertise on topics of interest to our clients. For this blog, we’re happy to welcome back Randy Koeneke. Randy is Managing Partner at Sierra Republic Insurance Solutions, a specialty property & casualty commercial insurance agency with a[…..]