Travis Russell, CFP®
This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend…
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I am always happy to spend some time out on a golf course, but the opportunity to support a good cause makes it significantly more meaningful. This past Monday my…
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Quarterly estimated tax payments or other large expenses can create cash flow challenges in situations where a client doesn’t have cash on hand because income distributions from their small business or employer are inconsistent. These…
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A good personal finance calculator should be simple to use and understand, but still provide valuable information to the user. These types of calculators are challenging to find: Google searches tend…
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At some point, many people come to a place where they need to hire professional help, especially when it comes to managing their wealth and future. For those who don’t…
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A revocable trust is considered a more effective estate planning tool than just a Last Will and Testament for several reasons. Here’s why you should consider putting one in place.
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Did you mean to say asset allocation? That’s usually the response we get from clients when we bring up asset location within their portfolio. Both asset allocation and asset location…
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As the holidays approach, thoughts about giving turn to action for many of us. Before writing a check to your favorite charity, consider the tax advantages of gifting appreciated assets,…
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Saving for retirement shouldn’t be complicated, but with so many retirement savings options, from 401ks to IRAs and more, knowing the best way to save can be confusing. How much…
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Whether you are looking to change financial advisors or have decided to handover managing your family’s assets to a professional, how you approach the vetting process is crucial to hiring…
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