Wealth Planning
SOCIAL SECURITY BENEFITS FOR DIVORCED PEOPLE
In order for you to be eligible for divorced spouse benefits, your marriage must have lasted for at least 10 years. Additionally, you must be divorced for at least two years before divorced spouse benefits are payable.
ESTATE PLANNING 101
As you accumulate wealth in pursuit of financial goals, have you given any thought to estate planning?
WHAT TRIGGERS AN IRS AUDIT?
Have you ever wondered what your chances are of being audited by the IRS? The IRS conducts tax audits to ensure financial information is reported properly according to the tax laws. These audits help reduce the “tax gap” (i.e., the difference between what the IRS is owed and what they actually receive).
WHAT DO YOU DO NOW THAT YOU ARE WEALTHY?
Managing that wealth is a little different than acquiring it. If you have significant assets, you’ll likely face unique and complex challenges regarding your wealth and your legacy,
ARE YOU USING THESE IMPORTANT FINANCIAL HABITS?
Working toward financial success can create opportunities, such as providing for your family, sending your kids to college, buying your dream home, and living the retirement you envision. Our clients who have achieved financial success have several lifelong habits that they commonly practice and live by.
THE IMPORTANCE OF REGULAR FINANCIAL CHECKUPS
Did you know annual reviews aren’t only just to see your doctor? Just like physical checkups, a regular review of your investment portfolio and financial goals are critical elements for long-term success. Many investors only examine their portfolios when they think something is wrong or the market is down. However, this reactive approach can lead to missed opportunities and financial complications that may have been prevented if a scheduled review were in place.