Female Family CFOs – We Are Here For You

In many of the families that we work with, the mother (or wife), is the person who takes care of the finances and makes investment decisions.  These women, as well the single or widowed women we work with, handle significant responsibilities.  These responsibilities...
Read more

Make Time For Midyear Tax Planning

One benefit of midyear tax planning is that you have a solid foundation for making decisions and enough time to implement them. In addition, because the rules haven’t changed much this year, you can use last year’s tax return as a starting point for 2016...
Read more

Pin It on Pinterest