“Off the Wall” Blog
Manage Multi-Generational Wealth
If there’s one thing our clients tend to agree on, it’s that family comes first. We help our clients plan for a smooth wealth transfer across generations, making sure their wishes and wealth intentions are honored.
Whether we’re strategizing with a client and Estate Attorney about a future wealth transfer or helping someone with newly inherited wealth define their goals and wealth plan, we always start with a thoughtful, honest, considered conversation with our Team. Only then can we co-create a comprehensive Private Wealth Design based off your goals and priorities.
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Articles on Managing Multi-Generational Wealth
10 Ways to Teach Your Kids About Finance
Teaching your children how to manage money is a very rewarding experience. I am a certified financial planner and a father of four young children. Naturally, I want my children to be happy, healthy,...
5 Things Everyone Should Know About Death and Taxes
When tragedy strikes, be financially prepared. Here are things you need to know about death and taxes. Halloween is right around the corner, meaning so is the busiest time of year: Thanksgiving, the...
Know Your Grad School Finance Options
Understand how to borrow for that next degree. It's that time of year again. Last month, millions of students returned to campuses around the country. And while the idea of "back-to-school" conjures...
Which Money Should I Leave to My Kids?
Make the most of the money you leave behind with these tax-saving tips. The financial goal of many retirees is the straightforward need to have enough money until they die. Leaving a legacy to their...
Where Money Can Go When You Die
Death, taxes, and your cash. Given the current environment, a lot of people ask me, “Dave, what do you think is going to happen with the fiscal cliff?” My response: I have no idea. Seriously. And...
4 Money Tips for College Seniors
Career advice and personal finance money tips for college seniors. My daughter is a senior in college and came home for spring break. Last night was family pizza night. She went out for the pick-up...