401(k)Employee Benefits financial planning

LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy and unhappy reasons to leave a job, and they all bring with many things to consider.

Investing Investment Strategy Tax

Tax Loss Harvesting – Why Your Losses Aren’t Really Lost

December 6, 2023

Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...

Estate Planning financial advisor financial advisor richmond

Mistakes Your Financial Advisor Can Prevent

August 4, 2023 financial advisor financial advisor richmond

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...

art artinvesting finance

Investing in Art Using Masterworks® – is it Worth the Hype?

May 18, 2023 art artinvesting

Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as ...

carbon credits Real Estate rec

What the heck is an SREC?

September 28, 2022 carbon credits rec

Thinking about “going solar” at your house? We finally did at our home and couldn’t be happier. We’ve been generating our own power since June ...

General Planning Identity Protection Tax

To Shred or Not to Shred?

December 20, 2021

How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...

The 5-year rule for Roth IRA withdrawals

General Planning Investing Retirement

The Five-Year Rule on Roth IRA Withdrawals

May 29, 2021

You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...