Women in Investing: How to Take Charge of Your Financial Future
Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager. These...
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...
Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are considered financial advisors in the broader sense – with similarities and differences. Financial Planner A Financial Planner is someone who assists with lifestyle...
At first glance, a Wealth Transfer plan may sound like a task that is outside your skill set. Don’t despair, with a few tips and some help from trusted advisors we can make it happen. Let’s discuss a few ideas that can bring a Wealth Transfer plan from a vague concept...
Families of all shapes and sizes need to develop a plan to transfer assets since the transfer of wealth to the next generation is inevitable. Preparing your heirs to take over your estate and educating them on your directives is equally important. The involvement of a...
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing wealth from someone who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and...
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
