Financial Equality for Same-Sex Couples

It’s been nearly three years since the Supreme Court issued its landmark civil rights ruling (Obergefell v. Hodges) that granted same-sex couples the constitutional right to marry. As a result, today close to two-thirds (61%) of same-sex cohabiting couples in the U.S....

Should You Consolidate Your Retirement Accounts?

If you’re like most Americans, by the time you enter your early 50s you’ll probably have held about a dozen different jobs at nearly as many different employers.¹ It’s a far cry from the 1940s and 1950s, when working your entire life for the same employer was a fairly...

Year-End Giving

As we approach the end of the year, it is important to keep in mind that any charitable gifts you are planning to make must be completed before year-end and must go to qualified charities in order for you to be eligible to receive any 2017 tax deduction for making...

Planning for Healthcare Costs in Retirement

How much will you need to save? According to recent data published by the Employee Benefits Research Institute (EBRI) the average American couple with median prescription drug expenses will need to save $265,000 in order to have a 90% probability of covering just...

Preparing Your Heirs

Don’t put off having an inheritance conversation. Everyone is familiar with Benjamin Franklin’s famous quote that “in this world, nothing can be said to be certain, except death and taxes.” Yet despite talking excessively about the latter, very few of us ever seem...

Blended Family Finances

Complex planning needs for more complex relationships Today, approximately 100 million people in the U.S. are members of a blended family.1 What was once a novel plot device for the 1970s and 1980s television sitcoms is now everyday life for nearly one in every three...
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500