Effective estate planning is a crucial component of your financial well-being, ensuring your wishes are honored and your loved ones are supported...
7 Essential Estate Planning Tips
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Philip Herzberg, CFP®, CDFA®, CTFA, AEP®
High Net Worth Retirement Strategies
As a high-net-worth individual, you probably have a solid grasp on the basics of retirement planning–start early, save as much as you can, take...
The Four Biggest Financial Planning Challenges for High-Net-Worth Individuals and Strategies to Overcome Them
Financial planning can be complex as it is, but for high-net-worth individuals — generally, those with liquid assets of at least $1 million and a...
5 Strategies: Estate Planning for High Net-Worth Individuals
Estate planning might not be at the top of your financial to-do list. Still, if the unthinkable happens, you want your loved ones to be taken care...
Digital Assets and Estate Planning: What You Need to Know
When drafting their estate plan, most people think of traditional assets such as homes, trusts, and retirement plans. In an increasingly online...
Why Estate Planning and Financial Planning Should Go Hand-in-Hand
The Importance of Integrating Estate Planning and Financial Planning to Protect Your Wealth and Ensure Your Legacy.Key points Estate planning and...
Retirement Income Planning: How to Spend Your Savings
When people think about planning for retirement, they most often think about investing: how much they should put aside for retirement, and what type...
Divorce in Florida: How to Prepare Financially
Avoid Financial Pitfalls During a Divorce in Florida with These StrategiesKey points There are four options for divorce in Florida: simplified...
SECURE Act 2.0: How Will the New Provisions Impact Your Financial Planning?
MMAs part of the 2023 fiscal year federal spending bill, the changes for SECURE Act 2.0 for 2024 is increasing the maximum amount you can make in...