Celebrating Women’s History Month

Celebrating Women’s History Month

March is Women’s History Month, a month set aside to honor women’s contributions in American history. As we celebrate this month and throughout the year, we invite you to join us as we recognize and learn more about the women who have shaped our industry and our firm. Christina Alvarez, FPQP™ Director of Client Services […]

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Celebrating Women’s History Month
Know When an LLC Won’t Protect You

Know When an LLC Won’t Protect You

Every investor and business owner should understand the concept of “piercing the corporate veil,” because in this instance, ignorance could be costly. When a company is established via a limited liability company (LLC) or incorporated as a C corporation or an S corporation, a distinct legal entity is created. Many of us are familiar with […]

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Know When an LLC Won’t Protect You
Preparing Financially for the Birth of a Child

Preparing Financially for the Birth of a Child

Whether you’re pregnant, a new parent, or simply considering starting a family, there’s much to consider when planning for the arrival of a new baby. It’s no secret that kids are expensive, but with a little planning, you can feel confident and prepared for this big adventure!  We’ve identified a few considerations below, broken out […]

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Preparing Financially for the Birth of a Child

Diversification can feel disappointing

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Diversification can feel disappointing
Are Pet Insurance Policies A Good Investment?

Are Pet Insurance Policies A Good Investment?

We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]

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Are Pet Insurance Policies A Good Investment?

Irene Giman Impact 100 Member Spotlight

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Irene Giman Impact 100 Member Spotlight
What do I do with my money? Developing a savings plan to fund your goals

What do I do with my money? Developing a savings plan to fund your goals

Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]

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What do I do with my money? Developing a savings plan to fund your goals
Latest on Proposed Tax Changes

Latest on Proposed Tax Changes

As you may know, the Biden administration released the latest proposal of major tax legislation on October 28th as the Build Back Better Act. Many of the changes we saw in the September 13th tax proposal are gone such as the updated marginal tax rates, the maximum capital gains rate of 25%, and changes to […]

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Latest on Proposed Tax Changes
A Bitcoin For Your Thoughts

A Bitcoin For Your Thoughts

The cryptocurrency market is a rapidly growing segment of the financial markets.  From its beginning 13 years ago with the invention of Bitcoin, it has grown to over $2.5 trillion dollars in market cap and over 6,700 cryptocurrencies.  While maybe even a couple of years ago it could be written off as a fad, as […]

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A Bitcoin For Your Thoughts
How To Talk To Your Parents About Their Financial Future

How To Talk To Your Parents About Their Financial Future

So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]

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How To Talk To Your Parents About Their Financial Future