by Lauren Hinds | Mar 6, 2017 | Financial Planning, Life Planning
By Patrick Amey Last week we met with a couple who had one question in mind, “What are we doing?” The husband works with a Big 4 accounting firm and the wife is an account executive at a mid-sized marketing firm. Their oldest child just started grade school, the...
by Stewart Koesten | Sep 16, 2013 | Financial Planning, Retirement Planning
By Stewart Koesten Somewhere between $30 trillion to $40 trillion is expected to transfer from baby boomers and their parents to their heirs over the next 40 years. If you are in line for a piece of this wealth transfer pie, consider three key points to wisely balance...
