As we encounter life transitions, such as marriage, divorce, children, or the death of a loved one we are often overwhelmed by the event and sometimes overlook one of the most significant aspects of the change - our wealth. I had the opportunity to have lunch recently with Lisa Hughes, JD, CPA Partner at Hughes [...]
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As you know, one of my passions is bringing people, resources and organizations together. One of the many connections I have made was introducing Michael Gerber to NAWBO. After meeting, NAWBO asked Michael to join them by giving a presentation focusing on his specialty, how to succeed as an entrepreneur at a NAWBO-OC dinner meeting, [...]
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Do You Have Your Act Together?TM
A primary reason for managing your wealth is to reduce the risk of losing your assets to taxes, bad advice or market changes. Suggestions to help shield you from these factors:
Tax Minimization
Avoid having the government be your biggest “charity”. Ask your advisor if your life insurance policy needs to be [...]
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