Estate Planning

Do You Have to File Taxes For A Loved One Who Has Passed Away?

Losing a loved one is an emotionally challenging experience, and the aftermath often includes lots of paperwork, including the daunting task of handling your loved one’s estate. One of these…

Deena WatsonMarch 30, 2026

Family / Grandmother / mother / granddaughter / extended family / beneficiary

Estate Planning Investments Wealth

Estate Planning – Planning Inheritances for Your Children

Estate planning, inheritances, and passing on generational wealth should not be taken lightly. Generational Wealth Planning allows you to plan inheritances for children and grandchildren, plus prevents your assets from…

Deena WatsonOctober 1, 2025

Estate Planning Investments Wealth

5 Emotional Roadblocks To A Successful Estate Plan

You’d be hard-pressed to find any family that would rather sit around the table discussing estate plans than go out to eat, enjoy the day outside, or do just about…

Deena WatsonJuly 1, 2025

Estate Planning Investments Taxes Wealth

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are…

Deena WatsonSeptember 24, 2024

Changed Priorities; Changed Retirement Goals

Estate Planning Investments Wealth

What to Do When Your Retirement Goals Change

Retirement strategy is a bit like setting sail on a journey. You can plot your course, prepare your route, and set off with a clear destination in mind, but retirement…

Deena WatsonAugust 2, 2024

Estate Planning

Simple Ways to Create a Legacy

Life is a journey filled with experiences, lessons, and moments that define who we are. When we stand at the crossroads of the past and the future, it's natural to…

Deena WatsonJanuary 18, 2024

financial advisor, financial planning, financial planner, wealth management, wealth planning, consultation, retirement strategy, objective opinion

Estate Planning Income Investments Risk Taxes Wealth

Retirement Strategy: The Value Of An Objective Opinion

THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…

Deena WatsonJanuary 27, 2022

Inheritance, Will, Trust, Beneficiary, Heirs

Estate Planning Investments Taxes Wealth

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…

Deena WatsonOctober 13, 2023

Estate Planning Income Investments Taxes Wealth

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…

Deena WatsonJuly 3, 2023

inherited IRA, IRA, inheritance, beneficiary, taxes

Estate Planning Income Investments Taxes Wealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Deena WatsonJanuary 27, 2022

Do You Have to File Taxes For A Loved One Who Has Passed Away?

Estate Planning – Planning Inheritances for Your Children

5 Emotional Roadblocks To A Successful Estate Plan

Capital Gains & Your Taxes: A Brief (But Important!) Guide

What to Do When Your Retirement Goals Change

Simple Ways to Create a Legacy

Retirement Strategy: The Value Of An Objective Opinion

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

You’ve Inherited an IRA. Now What?

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