Wealth Management Minute Blog

Why You Should Have an Online Social Security Account

The May Wealth Management Minute Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration.

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The Major Retirement Planning Mistakes

Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.

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How the Tax Cuts will Impact YOU

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight

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Being a Financial Caregiver to Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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It’s Tax Time!

Expert Strategies to get you through the Tax season like a Pro… It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. How do you report your investments and how are they

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Ready to Retire from Your Business? Not so fast…

How well have you defined your Exit Strategy? When developing a succession plan for your business, there are many decisions to make depending upon your circumstances and objectives. Most owners want: • A smooth, seamless ownership transfer • Ensured business continuity • Established retirement income • Minimal gift and estate taxes But how do you

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All You Ever Wanted to Know About Risk (But were Afraid…)

The Relationship between Risk and Reward Few terms in wealth management are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Every investment carries some degree of risk, including the possible loss of principal, and there can be no guarantee that any investment strategy will be successful. That’s why

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OMG – I’m Actually Getting Divorced…

9 Things You Should Do when You Realize that It’s Over There’s no doubt about it — going through a divorce will be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. Now, more than ever, you need to

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