If you were born during the baby-boom generation, then it is not very likely that your parents shared information with you about their finances. Perhaps, in their final years or when one parent passed away, they might ask for help but the prior generation was fairly tight-lipped about money. That generation lived through the depression,…
READ MORE ⟶As we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients; Bunch your charitable giving. With a standard…
READ MORE ⟶Few children come by wealth management naturally. For most young children, money just buys stuff. As they age, they think philanthropy sounds good, but it competes with immediate gratification. Real estate and taxes are complicated. Securities and the markets in which they trade are mostly intangible. Despite the barriers, you can teach your adult children…
READ MORE ⟶Each year at this time, I reflect on the year past and create my vision for the next revolution around the sun. Usually, I am having this conversation with myself at the conclusion of our year-end travels and I have some quiet time to think. This year, I am doing my thinking in Lima, Peru.…
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