The Value of Multigenerational Family Meetings

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The Importance of Personal Umbrella Policies

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A Common Sense Guide to Heart Health

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Insightful Questions That Can Ramp Up Your Success

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Smart Ways to Take Control of a Trust

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What To Do When Your Doctor Has Bad News

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It’s Time to Get Serious About Your Happiness

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A Journey through Time

Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery.

Tuning out the noise

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Savvy Negotiating: To Get to the Moon, Reach for the Stars.

April Thought Leadership: As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why we are happy to bring you this month’s Flash Report, To Get the Moon, Ask for the Stars. It sets out a commonsense approach to negotiating that can help you get the results you want and, perhaps just as important, leave everyone feeling good about the outcome.

Wishing  you and your family all the best.

Savvy Negotiating_ To Get to the Moon, Reach for the Stars.

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Sweeping Tax Changes

This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years.  It’s going to take some time to digest it all, but there are a few things we do know.  We are getting lots of questions on what can be done this year, and candidly, there aren’t many.  Even the few things that can be done, for many it may not be viable, and in every case, we encourage you to contact us directly, as well as your tax professional.  I have seen over a dozen scenarios just today, where a client wanted to do something they were told would be a good idea –  from a “professional” that didn’t know them – that simply would have been a bad move for the individual.  Beware the opportunists!  We are here to answer questions as well and can help you figure out if that marketed strategy is going to be possible.  One of our trading partners (Fidelity) has provided what I think is one of the better quick and easy guides to the big picture stuff.  I’ve copied it here.  We have more detailed breakdowns that will continue to be added to as things become clearer and will be discussing with all of our clients during 1st quarter reviews.  Enjoy the read as well as the spirit of the Holidays with your families!

 

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