The Hidden Value Inside Your Tax Return
A strong financial plan requires more than investment advice. It requires a complete understanding of a client’s financial life, including one of the most underused tools in the planning process: the annual tax return.
Building Legacy Through Purposeful Giving
In conversations around family financial planning, attention often centers on investments, estate structures, and long-term assets. Yet one of the most meaningful components of generational wealth is frequently underutilized: philanthropy. When approached thoughtfully, charitable giving becomes more than generosity. It becomes a deliberate extension of a family’s wealth strategy, shaping values, educating future generations, and creating lasting impact that goes far beyond financial returns.
Beyond Budgeting: How an Abundant Mindset Transforms Financial Planning
Most people approach financial planning through the lens of scarcity, cutting costs, bracing for risk, and asking, “Will it be enough?” But what if the most powerful financial strategies don’t start with fear? What if they start with possibility?
Welcome to financial planning through the lens of abundance. This mindset reframes money not as a limitation, but as a lever for growth, generosity, and intentional living.
End of Year Financial Checklist
As the year comes to a close, it is the perfect moment to review your financial world, make thoughtful updates, and ensure everything aligns with your goals. A strong finish sets the tone for a confident start to the year ahead.
Maryland Tax Law Changes Now in Effect: What Individual Taxpayers Need to Know
Maryland’s new tax laws are now in effect with changes to tax brackets, deductions, and more. See how these updates could impact you – read the full post.
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 […]