It's the time of year when a lot of young people (and their parents & grandparents) are thinking about graduations, proms, colleges & post-high school graduate life.  But just because they are 18 doesn't mean they're not still your babies. In fact, you need to help them out a bit more.

Attorney Siobhan Kinealy joins us on SPi  to discuss the Young Adult Program, which covers necessary documents for adult children in the event of an incapacity: stepping into their shoes to make sure their financial needs and healthcare needs are met.

April 18, 2023

Taxes & my golf game: every year we say we are going to do things different. There is 1 week until this year's tax filing deadline. What can you do in one week? And what can you do in 53 weeks (next year's deadline?) Join for some tips, plus some key information about estimated taxes.

April 11, 2023

There's a lot of anxiety that comes along with playing Jenga. Something about the sound of those blocks coming down. Is your wealth planning any better? How sound is your foundation with your tax plan, estate plan, financial plan, as well as your business planning and retirement income planning? Join Neel for a brief look and how a quick game of Jenga can teach us about how all aspects of this planning must be interrelated. 

April 04, 2023

It feels like it happens 2x/week that we get a phone call from somebody who's already embroiled in some trouble (lawsuit, etc.) & wants to start their asset protection planning. Every time we have to have a conversation about the right time to do asset protection planning. There are also some misconceptions with respect to LLCs and how they may/may not protect. Let's go over some basics this morning!

March 28, 2023

Spring has sprung! Time for new beginnings & to look on the brighter side. What are the brighter sides of the latest bad banking news? Is there any good that can come out of the Silicon Valley Bank, Signature Bank, First Republic Bank & Credit Suisse developments? Perhaps. Let's discuss. Plus-Neel has news! A shiny, new designation for the Business Owners e serve - Neel is now a Certified Exit Planning Advisor (CEPA)!

March 21, 2023

In the past 5 days, both Silicon Valley Bank & Signature Bank were shut down by regulators.  Here's what you may need to know, and how it impacts your money/portfolio.

March 14, 2023

What do bell bottoms, Z cavaricci pants, wills IRA's and whole life insurance have in common? They may be things that provided value in the past, but not as much for you today.  Here's what to do about it.

Plus our webinar details for tonight!

Mar 7, 2023

Don't worry, your calendar is not wrong. It is Wednesday, not Tuesday. Because of an important appointment, I wasn't able to come to you live yesterday. It reminded me of an important lesson that pertains to financial planning, estate planning and wealth management that I would like to share with you.  Plus, information about our webinar next week! 

“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese Proverb

March 01, 2023

Happy Valentine's Day! Dalia Lama once said, “We sacrifice our health in order to make wealth, then we sacrifice our wealth in order to get back our health.”  There's a better way.

Dr. Lisa share some tips and introduces us to the concept of functional medicine. Because what's the point of having all the financial resources if you're not healthy enough to enjoy them, right?

February 14, 2023

What can Super Bowl teams teach about tax planning versus tax prep? Turns out there are some parallels. You wouldn't wait until the game starts to begin coming up with a strategy right? Unfortunately, a lot of people deal with taxes the same way and want to start their tax reduction planning when the year is over. Here are 6 key differences between tax planning and tax preparation. The difference can be huge, and costly.

February 07, 2023