The Big Picture

MAY 13, 2025

And really having the discipline to your point of sticking with it for the long term and understanding what, what your personal risk tolerance is, your investment time horizon, and really thinking about how you’re going to achieve those goals. Really think about donor-advised funds and learn more about that.

Clients

WiserAdvisor

JANUARY 23, 2024

This is particularly important if you expect additional income in retirement beyond Social Security benefits, such as pensions and Required Minimum Distributions (RMDs) from your Individual Retirement Account (IRA) or 401(k) plan. As you progress through each year, your financial goals draw nearer, and your investment horizon narrows.

Financial Advisor

James Hendries

FEBRUARY 23, 2023

Obtain financial guidance. In the opening stages of the discussion regarding the succession plan, the question of compensation or other distributions will probably arise. Successful tech whiz–kids often bring more stable, level–headed pros to manage operational aspects of fast–growing businesses.

Planning