Speak with a Financial Expert
Speak with a Financial Expert

Quarterly Market Review - Q2 2021

Posted by Jim Kantowski, CFP®, CPA on July 21, 2021
Despite the bombardment of news regarding rising inflation, equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices:
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Topics: Investment News

How To Build Generational Wealth For Your Family

Posted by Billy Hufnell on July 12, 2021
When you’ve worked hard to create a good life for yourself and your loved ones, it’s crucial to make sure the wealth you’ve built stays in your family for the future well-being of your children and grandchildren. Knowing how to build generational wealth can be as ...
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Topics: Financial Planning

Recent Changes to the Child Tax Credit

Posted by Bill Hufnell, CPA, CFP® on June 30, 2021
Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March 2021, the child tax credit: Amount has increased for certain taxpayers ...
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Topics: Tax News

High Net Worth Financial Planning: What Does It Look Like?

Posted by Billy Hufnell on June 28, 2021
As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth. In this article, we’ll explore the nuances of high net worth financial planning, its six main ...
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Topics: Financial Planning

Why Should You Have A Wealth Manager?

Posted by Jim Kantowski, CFP®, CPA on June 24, 2021
Proper wealth management can make or break plans for your financial future. However, managing your wealth doesn’t have to be daunting or complicated. Having a wealth manager in your corner to help you make financial decisions is the first simple step to achieving ...
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Topics: Financial Planning

Female Breadwinners: Removing Stress From The Daily Grind

Posted by Lyn Dippel, JD, CFP® on June 17, 2021
Women have been achieving higher levels of success in the workplace and starting their own businesses in greater numbers over the past few years. Nowadays, female breadwinners are the primary earners in 40% of American households, with 37% of those women earning ...
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Topics: Financial Planning

Top 8 Obstacles To Female Leadership & How To Confront Them

Posted by Lyn Dippel, JD, CFP® on June 07, 2021
Although the number of women CEOs in S&P 500 companies reached an all-time high in 2020, the figure is still
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Topics: Financial Planning

High Net Worth Inheritance Planning: What You Need To Know

Posted by Jim Kantowski, CFP®, CPA on May 21, 2021
Inheritance planning for your family’s future is an important part of an estate plan that can become complicated for high net worth individuals. Many Americans can pass down assets to their heirs without estate tax issues. However, this is not the case for ...
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Topics: Financial Planning

Divorce Financial Planning: 5 Key Tips For Divorcees

Posted by Lyn Dippel, JD, CFP® on May 06, 2021
Going through a divorce is a huge transition, with multiple aspects of your life changing at once. It can be extremely challenging, both emotionally and logistically. While financial planning when getting divorced may be the last thing you want to think about, ...
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Topics: Financial Planning

Wealth Preservation: 5 Key Strategies

Posted by Jim Kantowski, CFP®, CPA on April 26, 2021
For many Americans, it’s common in our younger years to focus on saving money for life’s big milestones, such as buying a house, funding a child’s college education, or retirement. As we progress along our financial journeys, our focus often turns to growing the ...
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Topics: Financial Planning