Our investment philosophy is built around discipline.
Strategic Giving Saves One Client Six Figures in Taxes
Just like last week’s QCD illustration, this one too is based on a real fact pattern for a real client with a real outcome. You should discuss the facts of your situation with your advisor.
Don’t have one? Click here to set up a free, no obligation appointment with us.
Read More >
Smart Changes Can Save Serious Taxes
This illustration is based on a real fact pattern for a real client with a real outcome. You should discuss the facts of your situation with your advisor. Don’t have one? Click here to set up a free, no obligation appointment with us.
No real client names will be used and, Read More >
Mildly Interesting Notes from the SECURE 2.0 Act
Note: The Advocates are not legal professionals. No part of this post should be construed as legal advice. These points are presented here because of their relevance to financial planning.
SECURE 2.0 is legislation designed to improve upon the SECURE Act of 2019 and it has potential implications for your financial plan and your Read More >
You may not be the best person to do your taxes
I’m southern. And as such, I’m accustomed to cushion the blow of unwelcome news with something sweet. So, grab some leftover Christmas treats to nosh on while you read this.
You should start thinking about your taxes now.
And though April 15th Read More >
A WILD IDEA: ACCOUNTANT TURNS AWARD-WINNING WINEMAKER IN RETIREMENT
Today’s post is part of our series, Retirement Renegades. We aim to highlight real clients who have found purpose and passion later in life.
We found out today that one of our clients is perhaps The Most Interesting Man in the World. His name is Conrad Johnson, and he is the managing Read More >
From Banking to Country Music: Real Client Pursues Passions in Retirement, Wins Awards
Today’s post is part of a new series, Retirement Renegades. We aim to highlight real clients who have found purpose and passion later in life.
There’s a saying in our office, “No plan survives its collision with reality”. But that doesn’t mean it fails. Rather, it adapts. Read More >
The Purpose of your Money
Imagine that you’re living in a tent on an open plain.
One day you plant a tree. For the next 40 years, you water it. You protect it from harsh weather and animals. You never pick its fruit. You don’t climb it for fun. You don’t take a break and rest in its shade. You don’t even cut down some branches to build a house. You never Read More >
Spending Money with your Spouse
For a lot of families, Christmas is a time when spending is under extra scrutiny. Every year, I make a list of people to buy for and how much to spend on each person. Then, I promptly blow that budget out of the water. We enjoy the holidays, but then there’s the January reckoning with the credit card bill.
Some of us experience this Read More >
Did You Inherit Your Beliefs About Money From Your Parents?
Parents know that children hear, see, and pick up on everything that is going on with the adults in their lives. And when you were a child, you were no different.
Many of the attitudes we have about money were formed at a very early age as we absorbed how our own parents dealt with their finances. Some of these beliefs, such as a commitment Read More >