Tag Archives | planning

Estate Planning Checklist

As we get closer to the 4th quarter of 2017, it is a great time to start thinking about updating our estate plans. A carefully crafted estate plan can be one of the greatest gifts you can give to your loved ones.

Read full story Comments are closed

Planning Your Financial Future One “Step” At a Time

Key Takeaways Stepping up the cost basis of your assets can be a good planning tool when determining what assets to sell in your lifetime. If possible, consider passing taxable assets with large unrealized gains to your heirs. Assets that receive no step up include those held in any retirement accounts or annuities An investor […]

Read full story Comments are closed

Discipline & Focus On the Golf Course and Off

In golf, the majority of the time, the right decision is the most boring one. For instance, chipping out to the fairway and putting yourself in a position to make par is the right play. Over the course of a round, this strategy will help you card a better score than going for “broke”.  Executing […]

Read full story Comments are closed

A Checklist for Your Loved Ones

Now is the time of year that many of us are updating (or procrastinating about) our estate plans.  A carefully crafted estate plan can be one of the greatest gifts you can give to your loved ones. Leaving behind a plan that clearly indicates where your important documents are kept can make it easier for […]

Read full story Comments are closed