Estate Planning

4 Insights into Understanding Sudden Wealth

A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.

By Jane Hodges, ago
Family Finances

Five Signs It’s Time to Hire an Accountant

Many Americans consider tax season to be one of the most worrisome times of year--in large part because they don't know how the math will work out when they crunch the numbers on their annual return. Working with a CPA or accountant can help ease the pain--and these professionals can also provide valuable financial planning advice and business strategy so you minimize taxes owed and maximize resources.

By Jane Hodges, ago
Family Finances

10 Things Clients Don’t Think to Ask Their Financial Advisor

Communication is a two-way street and when it comes to finding and working with a financial advisor, knowing what questions to ask can help you be more proactive with your advisor. Good communication will help foster a collaborative relationship and your investment strategy will have a better chance at yielding the results you would expect to have when working with a professional advisor.

By Sherrill St. Germain, ago