Posts
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Second Marriages & Trusts Can Lead to Awkward Moments
November 19, 2024
Second Marriages & Trusts Can Lead to Awkward Moments
It’s the second marriage for both you and your new spouse, and so far it’s been a beautiful life. Despite your happiness, the two of you are mindful that life can suddenly
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End of Year Charitable Giving
November 12, 2024
End of Year Charitable Giving
Making the Most of Your End-of-Year Charitable Giving As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the
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The Monday Mix: Oct. 21-27, 2024
October 28, 2024
The Monday Mix: Oct. 21-27, 2024
— U.S. consumer sentiment rose in Oct. (to 70.5 on key U Michigan Survey), and is up six percentage points from a year ago, but is still well below pre-pandemic levels (
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The Monday Mix: Oct. 14 – 20, 2024
October 21, 2024
The Monday Mix: Oct. 14 – 20, 2024
— S&P 500 earnings for 3rd quarter 2024 are expected to rise by 3.4% (vs. 3rd quarter 2023), the slowest rate of growth since Q2 2023 (-4.2%). — The U.S. feder
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How Family Stories Can Strengthen And Unite – Q&A with Marshall Duke
October 15, 2024
How Family Stories Can Strengthen And Unite – Q&A with Marshall Duke
How do you unite your family in a way that strengthens everyone – young and old – and allows for the responsible passing on of family assets, including wealth? There is no
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Tax Strategies for Making the Most of Your Wealth in Each Phase of Life
October 14, 2024
Tax Strategies for Making the Most of Your Wealth in Each Phase of Life
Building & Accessing: The Most Basic Economics In the simplest terms, financial life can be divided into two phases: building wealth and accessing it. In modern society, y
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Money Personality Quiz
October 14, 2024
Money Personality Quiz
Few people are 100% savers or 100% spenders. However, most of us tend to lean toward a specific type of money personality that starts to show fairly early in life. To get a be
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Types of Financial Advisors – Why it Pays to Know the Difference
October 14, 2024
Types of Financial Advisors – Why it Pays to Know the Difference
This may come as a surprise: There are hundreds of thousands of financial advisors in the United States. But only a relatively small percentage are bound by law to give
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The US Corporate Transparency Act (CTA): 2024 Filing Deadlines
October 10, 2024
The US Corporate Transparency Act (CTA): 2024 Filing Deadlines
If you own, or have control over, a business entity — Partnership, Limited Liability Company (LLC), Corporation, etc. — that entity most likely has a reporting req
