destination map

Destination: Professional Success! Have you arrived?

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 […]

Advantages of Tax Loss Harvesting

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[…..]

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The “Up” Side of Estate Planning

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[…..]

spring flowers

Spring Cleaning Tips to Spruce Up Your Finances   

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[…..]

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What Does the American Rescue Plan Mean for Health Care Coverage?

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[…..]

young couple drawing at the blueprints of their new home while talking of the future sitting on the floor.

Do you have a plan?

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[…..]

Three generations female walking on the beach

Aspiring to create generational wealth? Don’t forget these three key elements in your plan.

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[…..]

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Protecting the Good Samaritans (an update): Risk Management for Non-Profit Board Members During the Global Pandemic

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[…..]