Estate Planning

Changed Priorities; Changed Retirement Goals

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

estate, estate planning, beneficiaries, inheritance, funeral, casket

Estate Planning Investments Taxes Wealth

Received an Inheritance? Be Aware of These 5 Tax Implications

Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…

Deena WatsonDecember 12, 2022

generational wealth, estate planning, family, multiple generations, wealth management, retirement planning

Estate Planning Investments Taxes Wealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…

Deena WatsonNovember 18, 2022

Estate Planning Investments Wealth

Considering Selling Your Home to Fund Retirement?

Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…

Deena WatsonJuly 17, 2023

Life Insurance, beneficiary, estate planning, estate, inheritance, heirs

Estate Planning Income Investments Taxes Wealth

Estate Planning: Life Insurance

ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…

Deena WatsonJuly 26, 2022

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?

Received an Inheritance? Be Aware of These 5 Tax Implications

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

Considering Selling Your Home to Fund Retirement?

Estate Planning: Life Insurance

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