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HELP! MY SPOUSE WANTS NOTHING TO DO WITH OUR FINANCES. What do I do? By: Kathryn Barnett, Financial Advisor Below is a scenario that I have encountered that I think is familiar to all of us. I don’t know what to do. I recently received a grim prognosis, and I am...
This is a final reminder that our NetClient CS (NetClient Access) portal will be permanently closed on December 31, 2025. After this date, all documents in the portal will be permanently deleted and cannot be recovered. To keep any files you need, please follow...
Reflecting Your Values Through Investing Money talks is an adage many of us have heard our whole lives. Money is the transactional element of our lives that keeps the world running as we know it, and how you spend your money does say a lot about you. Value-based...
Optimizing After Tax Wealth During a Volatile Market: Gifting What is type of gifting should someone consider during a volatile market? During a volatile market, an individual should consider gifting to – Family members or other people (This is not a conversation...
Optimizing After Tax Wealth During a Volatile Market: Roth Conversions What is a Roth Conversion? A Roth Conversion is transferring assets in kind from a traditional IRA to a Roth IRA. Why are Roth Conversions advantageous? The benefits of a Roth account are –...
Optimizing After Tax Wealth During a Volatile Market: Tax Loss Harvesting What is Tax Loss Harvesting? Tax Loss Harvesting is a tax strategy that allows a client to: strategically sell investments that have declined in value harvest that loss to use against realized...