Legacy
How a Donor-Advised Fund Strategy Can Simplify Giving in a High-Income Year
A high-income year can bring both excitement and challenge. It might reflect a business milestone, the sale of an investment, or a well-earned bonus. Along with that success often comes a higher…
Read MoreHow to Create a Living Will in California: Step-by-Step Guide
Many Californians assume their loved ones “just know” what they’d want in a medical emergency, but without a living will in California, those wishes may never be followed. In difficult moments, families…
Read MoreLong-Term Risk Management: More Than Just Insurance
When people think about managing financial risk, insurance often comes to mind first. And while coverage plays an important role, it’s only part of the picture. Long-term risk planning involves…
Read MoreWhy You Should Update Your Estate Plan Before It Creates Problems
Estate planning isn’t something most people revisit often. Once the documents are signed, it’s easy to assume the plan is finished. But over time, life changes, and your estate plan…
Read MoreNext Steps After a Loved One Passes: Financial and Legal Considerations
Losing someone close to you often brings a wave of emotions that can feel hard to sort through. While each person experiences grief in their own way, many families also…
Read MoreWealth Management for High-Income Households: 6 Pillars You Should Understand
Higher income often brings added complexity. Along with greater financial opportunity comes a wider range of decisions, responsibilities, and considerations. For many high-income households, planning tends to center around investments.…
Read MoreWhat Does a Truly Comprehensive Wealth Plan Look Like?
When most people think about financial planning, investments often come to mind first. While investment strategy is a key component, it represents just one part of a much broader picture. …
Read MoreTurning a Dream into a Business: Why Financial Planning Matters
Many people have ideas they revisit over time—a business to start, a creative pursuit to explore, or a different kind of career they hope to try one day. For women…
Read MoreClosing the Investment Gap: Empowering Women to Grow Their Wealth
Women are making significant strides in financial independence, yet they continue to face unique challenges in investing and wealth-building. The investment gap persists due to factors such as the gender…
Read MoreHealth Savings Accounts and Their Tax Perks
Health Savings Accounts (HSAs) are tax-advantaged savings accounts designed for individuals with high-deductible health plans (HDHPs). By allowing account holders to save money pre-tax for medical expenses, HSAs serve as…
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