News and Updates
Due Diligence for Private REITs in Senior Living
“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]
NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis of about $250,000. I’ve been reading about NUA strategies. Could […]
When Real Estate Returns Shrink: What Investors Need to Know
With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]
Should You Max Out a Deferred Compensation Plan? It Depends.
“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]
Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians
“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.