High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you need for your high net worth divorce; this month, we’re talking about how to best protect your assets and preserve your wealth. Before we dive in, the first thing you need…
What I love most about my role as a trusted advisor and wealth strategist is being able to help my clients navigate their way to optimum financial health. That means understanding the latest laws and their impact as well as structuring new plans for protecting the integrity of their investments and financial decisions along the…
When you reach 50, retirement is starting to seem within reach. But, you still have at least 10 to 15 years of work left, which is a good amount of time to positively impact your burgeoning retirement account. So, in your 50s, consider it a great time to assess where you’re at with your retirement…
The cost of higher education has gone through the roof. Student loans, grants and other forms of financial aid have become the harsh reality for those of us who can no longer afford the high tuition costs at most colleges and universities. Work-study programs and federal income taxes Although we don’t think about it as…
Financial management tips offer ideal methods toward decreasing your tax obligations. Whether you are a full-time employee or you are a small business owner, you can apply several highly recommended strategies to reduce your tax burden. In 2015, a variety of methods may be used to help you pay fewer taxes in Laguna Beach or…