A long-time client recently asked, ‘How does your business grow?’ and ‘Are you open to growth?’ We love these questions, and the answer is a resounding yes! We’re excited to grow our practice and have the capacity to welcome more clients—through your referrals! Most of our new clients come from wonderful people like you, and …
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This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a key member of our investment team. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? I am both an Investment Analyst and Wealth Advisor here …
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Tax changes are likely to be at play regardless of who wins the Presidency in November. It’s likely that higher taxes will be needed to reduce the Federal debt. Based on historical events, we have been talking to clients about higher taxes for the past few years. The last four Presidential administrations have increased the …
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We are excited to focus this month’s Staff Spotlight on summer intern, Adonis Farah. The team agrees that Adonis has been a wonderful addition to the organization. He is a hard worker, thoughtful, and presents himself with the maturity and professionalism of someone who has been in the workforce much longer. Adonis had the opportunity …
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Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
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Looking at the Economic & Market Update, so far in 2024 has proven to be stronger than many people expected, thus helping to drive the markets to new all-time highs. This year has been the best start to a presidential election year on record for the S&P 500. Historically, stock momentum has continued in election …
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We’ve had a few articles in our newsletters this year covering the potential disadvantages of having an estate end up in probate court. First, let me remind you what probate is with a quick definition. “Probate is the process of validating a will. At its core, it is a legal procedure that takes a deceased …
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What do you like most about the work you do? I really enjoy the problem-solving aspect of the job. Getting things figured out and helping to ease a client’s mind is a great feeling. I also love talking to people, hearing about their families and adventures, and celebrating the big moments that planning helped them …
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If you’re a veteran or a surviving spouse of a veteran, don’t miss out on valuable benefits such as health care, retirement income, and burial benefits. Recently, a few of our clients checked their eligibility for veteran benefits and were pleased to find out they were approved. If you served in the military, it’s worth …
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We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition …
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