Financial Conversations for Every Life Stage

These are just some of the conversations people and families should be having.  The goal is to help better understand how to accumulate, protect, and distribute wealth while building and maintaining a family legacy that will endure across multiple generations.  At different stages of the life, we can deliver financial and investment guidance by incorporating family members into these conversations.

Starting Early

• Talking About Money
• Preparing for College
• Roth versus Traditional IRA

Life as an Early Adult

• Understanding Your Paycheck, Taxes, 401k
• Spending and Debt
• Saving and Investing

Managing a Family

• Financial Checklist for Married Couples, Raising a Family
• Preparing for College
• Insurance Needs
  

Investing, Managing Wealth

• Types Of Investments
• All About Investing

Big Purchases

• Managing Expenses
• Home Ownership Guide
• Long Term Care Insurance

Retiring

• Retirement Needs: How Much is Enough?
• Social Security
• Elder Care, Medicare
• Long Term Care Insurance

Transferring Wealth

• Inheritance, Multi-Generational Planning
• Estate Planning, Wills & Trusts
• Charity, Philanthropy, Creating a Legacy
• Donor Advised Funds

Business Owners

• Reducing Taxable Income
• Key Person Insurance, Buy-Sell Agreements
• Succession Planning