Jan. 11, 2022—Many people start off the year with a list of New Year’s resolutions, usually centered around health and personal improvement. This year, however, it may be wise to make an extra resolution to get your financial health in shape. In today’s podcast, Chief Wealth Strategist Alvina Lo shares the top six things you can do in the new year to maintain a healthy wealth plan throughout 2022 and beyond.
Dec. 14, 2021—Successful entrepreneurs sometimes have unrealistic expectations when selling a business. Rather than consider the actual merits of the company, they may seek to meet certain unattainable standards that they view as important.
Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee explores gifting and the critical role it can play in a successful wealth plan.