It is inevitable; we get older every day. The time to begin the planning for the next generation is now. The complexities of the family and the amount of money moving to the next generation can help determine how much time and effort will be required to ensure success for future generations. The creation of wealth brings a new set of responsibilities. If you would like the transfer of your wealth to benefit the next...

The likelihood of tax rates beginning to fall in 2017 for wealthy investors is high. With President-Elect Trump beginning to shape his tax policy for the next four years, there will be several changes to how we are helping our clients plan for their taxes. Those in higher tax brackets generally have the most flexibility in taking advantage of these tactics. But for most middle-income taxpayers, including retirees, should also consider taking steps now that...

Many people make commitments to their physical well-being through commitments to diet and exercise. However, I was recently reading an article where only 18% of people with a gym membership actually use it. The statistics on the number of people that fail to stick to their diet for the long-term are staggering, not to mention the people who have amazing results over a 3- to 6-week time period, only to gain it all back (and...

A few years ago, my Mom was diagnosed with Stage 4 Hodgkin’s Lymphoma Cancer, which prompted some quick changes in our family as we were not prepared for a medical crisis. The first priority was to find the best medical care possible, meaning a sudden move from her cabin life in Northern Wisconsin to Minneapolis where she would have access to significantly more medical resources. My parents moved in with our family during her 6-month...