saving

The Importance of a CEO Succession Strategy

50% of today’s companies which have a turnover of $500 million do not possess a suitable CEO succession plan. This may come as a bit of a shock as such strategies are highly essential to maintain a healthy growth of a company.

How Will I Know?

How Will I Know?

The Tax Cuts and Jobs Act of 2017 doubles the estate tax “unified credit” to $11.2 million per person for 2018. This should cut the number of estates filing returns to less than 4,000 per year. But careful planning is still in order to make sure your legacy goes where you want it going. So call us when you’re ready to plan, and let’s make beautiful (financial) music together!

Game Plan for the 60-Somethings

By the time you enter your sixties, your investment strategy at this point should be about protecting what you have, so that the lifestyle you’ve secured over your career can be maintained in retirement.

Game Plan for the 30-Somethings

For many people, their thirties is the decade of settling down — possibly buying a house and starting a family. Here’s a checklist to make sure you stay on track financially: