As wealth grows, financial planning starts to involve more than retirement income and investment returns. The ownership of assets, their future growth, and how they will eventually pass to others can become equally important. Crossing…
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You’ve Built Your Wealth. How Much Can You Comfortably Spend?
“Can we spend another $50,000 a year on travel?” For someone with substantial savings, that can be surprisingly difficult to answer. The money may be there, but so are competing concerns: market declines, future healthcare…
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Buying a Second Home? How You Fund It Matters
Buying a second home often raises a question that is more complicated than the purchase itself: Where should the money come from? You may have enough wealth to afford the property comfortably, yet much of…
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How Much Cash Should I Keep?
Having substantial wealth does not eliminate the need to think carefully about cash. An individual or family can own valuable real estate, hold a sizable investment portfolio, and still need a plan for an upcoming…
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Gifting Appreciated Stock to Family: What to Know Before You Sell
Helping an adult child buy a home, supporting a parent, or passing wealth to the next generation often starts with a simple question: Where should the money come from? If you own stock that has…
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