by Lauren | Feb 14, 2022 | Business Executives, Business Owners, Estate Planning, Planning Process, Retirement Planning
Bill is a part-owner and practitioner at a local medical practice, which he and his partner have been running for over 10 years. Bill’s partner has recently become fully disabled and is no longer able to participate in the practice. Although he would like to sell his... by Lauren | Jan 17, 2022 | Charitable Planning, Planning Process, Tax Planning
Angel and Bob are in their early 70s and find deep fulfillment through philanthropy. They’ve been donating cash to their favorite charities. Their mortgage is paid off, Angel sold her business, and neither of them are working full-time. They typically withdraw money... by Lauren | Apr 18, 2021 | Business Owners, Planning Process, Working Women
Does your money reflect what’s important to you? Many people have an uncomfortable relationship with money because their money is not aligned with what they value. Our clients are looking for ways to use their money so they can live a meaningful life and perhaps leave... by Lauren | Aug 19, 2020 | Business Owners, Investing, Planning Process, Working Women
“I’m just so tired of agreeing to meet with a financial advisor to get help with financial planning, having a good first meeting, being promised a financial plan, then getting into the second meeting and being pitched an annuity or whole life insurance policy.”... 
by Lauren | Apr 30, 2020 | Business Owners, Planning Process, Retirement Planning, Tax Planning, Working Women
What is a backdoor Roth IRA and who can benefit from one? If you earn too much money, you are not eligible to make a full Roth IRA contribution directly to a Roth IRA (over. However, there is a way around this. Some crafty accountants and financial advisors designed... 
by Lauren | Apr 30, 2020 | 401k, Business Owners, Planning Process, Working Women
Did your 401(k) plan at work fail testing? Now you may be unpleasantly surprised to receive your 401(k) plan savings returned to you. If you earned a lot of money in 2020 ($130,000 or more), you may have received an unwelcome notice from your Human Resources...