Speak with a Financial Expert
Speak with a Financial Expert

Financial Security Vs. Financial Freedom: What’s The Difference?

Posted by Jim Kantowski, CFP®, CPA on September 14, 2021
Financial goals are highly personal. You may only wish to have your basic needs met and pay off your debts—or you might envision yourself buying a second property in a tropical destination where you’ll someday retire and spend your days poolside. Whatever you ...
Read More

Topics: Financial Planning

Fiduciary Vs. Suitability Standards: What’s The Difference?

Posted by Bill Hufnell, CPA, CFP® on August 30, 2021
You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation. This is why it’s critical to work with ...
Read More

Topics: Financial Planning

Family Financial Planning: Your Go-To Guide

Posted by Billy Hufnell on August 23, 2021
Every family is unique, from your favorite birthday restaurant or road trip destination right down to your financial goals. However, one constant holds true for all families: It’s important to have a handle on your finances, and at a basic level, develop a ...
Read More

Topics: Financial Planning

Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger on August 09, 2021
The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if the financial advice you ...
Read More

Topics: Financial Planning

How Do You Manage Sole Breadwinner Stress?

Posted by Lyn Dippel, JD, CFP® on July 28, 2021
As the only income earner in your household, or as a single individual, sole breadwinner stress can show up suddenly in your life and then be difficult to shake. This is especially true if your spouse has recently lost their job and you’ve become the new ...
Read More

Topics: Financial Planning

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:
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

Topics: Financial Planning