Planning Concepts

February 3, 2023 - In This Video, Andy offers his first tip that retirees can use to help ensure they don't run out of money during their retirement.

January 27, 2023 - Should I Stay Invested if a Recession is Coming? In this short video, Andy Stolz, CFA discusses thoughts on how investors should think about their portfolios when a potential recession is in the future.

January 20, 2023 - How Much Can I Contribute to My 401(k) in 2023? Watch this short video by Andy Stolz, CFA for an update on the new maximum contribution amounts.

September 2, 2022 - A very common asset that gets divided in a divorce are retirement accounts, which can be defined benefit plans, 401(k)'s, 403(b)'s, IRA's, etc. In this Video, Dave Stolz, CPA, CDFA®, outlines some common questions regarding the division of these types of assets during Divorce.

March 23, 2022 -   As you approach your retirement, your assets have accumulated, your 401K has grown, and your status as a high net worth individual has been cemented. With your hard-earned assets in tow, finding an investment strategy that works for your particular situation becomes critical for your future. A successful wealth management plan can help you target investment opportunities that match your acceptable risk tolerance.  What Makes an Individual High Net Worth? Simply stated,...

February 18, 2022 -   For high-net-worth individuals, wealth management becomes a critical aspect of ensuring their money continues to grow over time. Picking a wealth management firm to help you with investment advice and 401K growth while ensuring your money lasts well into the future becomes one of the most impactful decisions you can make. So when you begin whittling down your choices for an investment management and financial planning firm, you should have...

January 13, 2022 -   For high-net-worth individuals, the prospect of divorce may introduce a wide range of challenges. There is a lot at stake in this situation, which means you need to be aware of the risks and take the right steps to mitigate them. To better navigate the divorce process, it's helpful to be aware of the unique issues you might face, what you can do to address them, and how a Certified...

January 13, 2022 -   Financial planning tackles many different aspects of your life. You have spent your career working towards becoming a high-net-worth individual and want to ensure your retirement remains as comfortable as possible. However, as an HNWI entering into your retirement years, there are potential pitfalls that you have to be aware of that could impact your real estate and investment strategy moving forward.  Planning for retirement might seem like an overwhelming and...

January 10, 2022 -   As you prepare to retire, it's important to take the right steps toward securing your wealth. Wealth management is an invaluable tool to have as you navigate this process. By hiring a wealth manager — a type of financial advisor who works with high net worth individuals and families — you can benefit from a wide range of services, including financial planning, tax planning, estate planning, and cash flow management. To...

October 26, 2020 - 2020 has been an interesting year...  During an election year with the backdrop of a pandemic-driven recession, how should you be thinking about your investments?

October 8, 2020 - Most any divorce is going to have some type of tax ramifications. Here are 3 strategies that may be helpful as you navigate the divorce process.

May 1, 2020 - These have been interesting times... When markets have been as volatile as they have lately, it is only natural to ask questions.  Your portfolio has likeley declined in value, but what do you have to compare it to?  Has it declined more than it should have?  Is your portfolio structured to meet your specific goals in retirement? We're here to help answer those questions.  If you have a portfolio of $500,000 or...

April 1, 2020 - The CARES Act contains many helpful tools that small business owners can utilize to help stay afloat and maintain their employees during this difficult time. In this video, we discuss 3 of these options.

March 24, 2020 - Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.