We want to help you review your estate plan. Perhaps you… Have experienced a change in family circumstances, and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan; Want to confirm that your General and Health Care Powers of Attorney and Living Will are up-to-date in

The cash flow conversation is universal and critically important to the health and well-being of your financial plan. Perhaps your: Income streams have changed, which can affect your debt and taxes. Essential and discretionary spending has experienced some creep, which can affect your debt and even goal funding.

During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year and you are paying excess estimated taxes; Additional ways to reduce your tax

There’s no time like the present to review your RMDs. When we take the time to review your planning opportunities now, you’ll have more options than you will if you wait until the year’s end. Consider whether your RMD is more than you need for your living expenses. Review the other retirement accounts you may

The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example, we can: Look at your progress toward your goals and consider any new goals you’ve set for yourself. Evaluate your insurance coverages to make sure your risks are minimized. Revisit your assets and