At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.
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Joined September 2013
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Moving assets between spouses when one passes away should be easy, but it's often complicated and expensive due to taxes, debts, and legal processes. Find out why affluent married couples and blended families should explore spousal trusts as a solution. bit.ly/3ZDSCxS
Medicare is important for wealthier households too, as it covers up to 80% of certain expenses. However, it doesn't cover everything, so it's essential to fill those gaps to protect your finances from unexpected medical costs. bit.ly/3rBEmsF
✊ Honoring Women’s Equality Day ✊ Recognizing 103 years of progress, #WomensEqualityDay celebrates the ongoing journey towards equal rights for all.
Discover the critical factors behind selecting the right trustee for your trust—whether it's a family member, friend, or corporate entity—to ensure effective asset management, distribution, and family harmony. bit.ly/45EQlEb
The U.S. stock market continued to power forward in July with solid gains across the board while the U.S. economy continued to surprise to the upside through the first seven months of the year. Dive into our latest commentary here ➡️ bit.ly/3QVM23x
Learn about the potential consequences of failing to transfer assets before the lifetime exemption expires and strategies for transferring wealth to your loved ones effectively.bit.ly/3Ah6j9Y
Why are wealthy Americans increasingly opting to rent rather than buy? While it’s impossible to say for sure, there are some seriously compelling clues. Check out our full article at the link. bit.ly/3XV5Jd6
The strong performance of the stock market this year is a reminder of the importance of ignoring short-term predictions. Read our latest commentary at the link: bit.ly/43nIvNI
At some point in our lives, many of us will need expensive long-term care. One strategy, which involves an attractive tax benefit, is known as a tax-free 1035 exchange. Learn more at the link: bit.ly/3JbOte7
We're pleased to share that Marc Russell has earned a spot on Forbes' 2023 Best-In-State Wealth Advisors list. It's a well-deserved honor that reflects his dedication to providing exceptional service to clients. Congratulations, Marc!
This Women’s Day, we seek to #EmbraceEquity and acknowledge that people don't begin life in the same place, and therefore need different resources and opportunities to reach an equal outcome. #IWD2023 #InternationalWomensDay
"The individual investor should act consistently as an investor and not as a speculator." — Ben Graham
As women work to build and preserve wealth, they face some unique challenges that can significantly affect their savings over time. Let’s look at a few of those along with wealth planning strategies to help overcome them. bit.ly/3BT3Vau
Learn why it's important to establish a succession plan or review the one you have, especially if you experience a life-changing event that could affect your plan. At the link: bit.ly/3HURBuy
As a guaranteed income stream, Social Security is an often-underappreciated asset. Learn why it’s worth planning for, even for wealthy households. bit.ly/3DMnS4S
