Coffee & Conversation: Charitable Gifting 101
Coffee & Conversation Charitable Gifting 101 In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor […]
Espresso Shots – How to Lower the Tax Burden for Your Beneficiaries
When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one strategy for lowering that tax […]
Taxes Considerations After a Loved One’s Death
Although it is morbid to dwell on, the holiday season can see an increase in deaths for a number of reasons. This often leaves people confused as to how to […]
Charitable Deductions 2021 | Charles Schwab Donor Advised Funds
Are you planning for your charitable deductions in 2021? Whether you give all throughout the year, or all at once, donating to charity is a wonderful way to support an […]
Espresso Shots – Employee Stock Options
During our last Coffee & Conversation, we put our private wealth advisors, Cecile Hult and Dianne Nolin, in the hot seats and they shared their insights on using your […]
Philanthropic Wealth Advisor | How to Use RMD Funds for Qualified Charitable Distributions
Planning for your financial future means deciding what to do with RMD funds. The required minimum distributions can be used for several things. One popular option is to use RMD […]
Espresso Shots – Umbrella Liability Insurance
When exploring insurance options with our clients, we commonly cover umbrella liability policies. But what are they? What are the benefits? How can you leverage them to help manage […]
The Emotional Impact of Sudden Wealth and How Financial Coaching Can Help
Since sudden wealth often comes with a huge life change such as a death, a divorce settlement, or the sale of a business it can be an extremely emotional experience. […]
Guide to Sudden Wealth and Taxes from Wealth Advisors in Northern Virginia
Finding yourself in a situation where you have newly, suddenly come into wealth, can present you with many tax implications. Before you spend any of your newfound cash, speak to […]
Coffee & Conversation – Smart Investing: A State-of-the-Market Deep Dive
During “Smart Investing: A State-of-the-Market Deep Dive”, we took an expansive look at the current capital market with Joe Gallemore, Partner and Investment Management & Research Analyst for Argent
