Author: Carrie

Whether sudden or planned, the right steps can help you take charge of your newfound assets. A significant wealth event occurs when liquid assets under your control increase in a meaningful way. These events can be planned, like with the sale of something valuable, or...

Review this checklist to help make sure you’re on the right track. Deciding how to allocate your income as a parent can be overwhelming—especially if you’re going it alone. Spending on essentials while saving for college, emergencies, and retirement is a challenge....

When it comes to high-end properties, the allure goes beyond architectural design and prime locations. The true essence of luxury living lies in the amenities that cater to comfort, convenience, and an unparalleled lifestyle. From private pools to wellness centers,...

Evaluate your retirement beyond health and wealth.  As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of...

Ready or not, summer is drawing to a close. If you have students in your life, that means ensuring they have all of their school supplies in order and helping them get back to their regular sleep routine. But as the kids prepare to begin another year of learning,...

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.   While you may not hear a clear answer, you can rest assured that Social Security is not going...

Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should...

Now is a good time to review your estate and gifting plans. High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Favorable increases in the estate and gift tax exemption...