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We’ve found that once the qualitative aspects of a financial plan and a legacy plan are firmly rooted, all of the quantitative elements come much more easily.

“Mike Tyson once said, ‘Everyone has a game plan until they get punched in the face.

Adult children who know that there is some money set aside for them may feel more empowered to pursue a career they are passionate about.

For the majority of our high net worth and emerging high net worth clients, their core estate and financial planning goals are relatively simple: Minimize income and estate taxes on their current income and assets.

Too often, advisors offer a perspective along the lines of, “This product is good; that product is bad,” or, “This annuity is too expensive; that investment is too risky.

As with any endeavor into uncharted territory, entering into retirement can be a nerve-racking experience.