The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
By Mike Gertsema, Senior Wealth Advisor What should a client expect during a portfolio review? It’s changed a great deal over time, and a typical portfolio review meeting now covers much more information than it used to.
By Cristina Wiebelt-Smith, CPA, Wealth Planning Administrator Do you get busy? I get busy. You know who else gets busy? Tax preparers.
By Jackie Heater, Director of Client Relations This article is part of a series of reflections about wealth planning written by Jackie Heater after her husband passed away. You can read the first article here and the second article here. It’s been almost two years since my husband, Bob, pas …
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.