Wealth Advisors


Although tax season is still months away, tax management should begin in the fall – especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes. Our handy, downloadable PDF contains seven questions that can help you open a discussion with your CPA and your financial advisor about next year’s tax bill. Have the discussion early in the fall so you still have time to make adjustments if necessary....

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Each fall, it’s important to review your health care needs and consider your available insurance options for the coming year. A recent survey found that 53% of respondents with employer-based coverage say they’re likely to keep their current plan. Only 37% review their health insurance costs annually. Doing nothing can end up being an expensive proposition for you. Many plans change cost and benefit options, so you may pay more in...

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Picture, for a minute, the last time you went to the doctor for an illness or injury. Chances are, your doctor took your vitals, assessed your full battery of symptoms and when they started, and then used their expertise to diagnose and prescribe an optimal solution. They may have even presented you with several treatment options and then worked with you to select the best one. Without even knowing it, you have interacted with a...

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What do you own and what do you owe? To figure out where you stand financially, you need to know your net worth — and yet that number is surprisingly difficult to calculate. Your assets are more than just your home and your investments, while your liabilities extend beyond your mortgage and other debts. Drawing up a personal balance sheet listing your assets and liabilities? Here are three key items you ought to include: Read full...

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