Check out our past newsletters below for helpful financial planning information and insights.
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs and desires in our non-working years. It can be especially difficult to save enough—or to even know if you’re saving enough—when you’re a high earner and plan to maintain your current lifestyle in retirement.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Eric discusses the 6 components of retirement planning and encourages clients that greater peace of mind comes from focusing on the variables that you can control.
Everyone makes mistakes, but when it comes to your finances and retirement planning, too many mistakes can ruin an otherwise stress-free retirement. Luckily, many common mistakes are completely avoidable with the right knowledge and the right financial partners on your side. Here are the top 5 financial mistakes I see, and what you can do to avoid them.
Gold has historically been a very popular hedge during periods of fear, volatility and inflation. In this video, Eric describes our philosophy when it comes to owning large quantities of physical gold.
We believe teamwork is crucial for financial peace of mind. In this video, Eric describes why both internal teamwork and external teamwork help put clients in the best position to achieve their goals.
When you make a charitable contribution, your main goal is to support organizations you’re passionate about and to benefit those in need. It used to be that a nice tax break was just an added perk. Unfortunately, the Tax Cuts and Jobs Act, with its higher standard deduction, causes many people to lose out on the tax benefits associated with charitable giving.
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
My grandmother bought a beach house with some of her friends years ago, and as you’d expect, some of my richest and dearest memories of my family were formed there. it cannot be overstated how much we as a family have benefited from this simple little house on the ocean. It is a place where my family can recharge and reconnect. The emotional and relational return on investment has been amazing.
As investors, we believe the market has clearly demonstrated that it rewards long term optimists and penalizes long term pessimists.