30 Mar Blog, Estate Planning, Investment Ideas, Tax Management Windfall Wisdom: Strategies for Minimizing Tax Burden on Large Inheritances April 23, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Inheriting a significant amount of money can provide financial security and open new opportunities. It also has potential tax implicati...Continue reading
29 Feb Blog, Estate Planning, Investment Ideas The Pros and Cons of Restricted Stock Units March 12, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram In the realm of employee compensation, Restricted Stock Units (RSUs) have become increasingly popular. These equity awards are often of...Continue reading
14 Dec Blog, Estate Planning, Financial Planning The Benefit of Retaining a Financial Advisor for Estate Planning in Grand Rapids. MI, Who is a CFA® and a CPA March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Estate planning is a critical aspect of financial management that often gets overlooked until it's too late. It involves deciding how y...Continue reading
10 Jun Blog, Estate Planning 5 Common Misconceptions About Estate Planning July 17, 2023 By Natalya Lainhart Facebook Twitter Pinterest linkedin Telegram A well-crafted estate plan is essential to secure your financial legacy and protect the future of those you love. Yet, 60% of Americans...Continue reading
25 Apr Blog, Estate Planning, Financial Planning, Investment Ideas, Investment Philosophy, Tax Management, Tax Planning The Importance of a Personal Financial Roadmap May 10, 2023 By Natalya Lainhart Facebook Twitter Pinterest linkedin Telegram Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....Continue reading
23 Mar Blog, Estate Planning, Retirement Planning The Different Stages of Estate Planning April 18, 2023 By Natalya Lainhart Facebook Twitter Pinterest linkedin Telegram On our list of things we love to avoid, estate planning is one of the most prominent. Who wants to confront their mortality, especia...Continue reading
22 Jun Estate Planning, Tax Management Tax and Estate Planning for LGBTQ+ Married Couples February 20, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...Continue reading