Private foundations provide flexibility for charitable legacy planning, which may make them an appealing option for those able to cover the initial and maintenance costs. High-net-worth and ultra-high-net-worth individuals interested in building their...
Adding a moderate amount of international stocks to your portfolio can help both reduce volatility and enhance returns. One of the most common objections I hear from new clients when walking them through my portfolio recommendations is why the need for...
Paying off debt and building a charitable legacy aren’t mutually exclusive – all you need to do is take the long view. Debt is a reality for millions of Americans. If you’re one of them, but also wish to leave a charitable legacy, you may feel torn between...
Self employed individuals with charitable legacy goals can take advantage of unique retirement savings options to help build wealth surplus. For self employed individuals – small business owners with no full-time employees other than the owner (and...
Planning for your financial legacy isn’t just about accumulating assets or minimizing taxes, it also includes making sure you’re prepared for retirement. Are you on track to retire on time? What if you decide to retire early? Are saving for retirement in the...