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

Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.

How to Minimize Taxes While Transferring Wealth

February 9, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

5 Myths About Generational Wealth You've Likely Heard

January 2, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale High Net Worth

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Giving the Gift of Inheritance

December 1, 2022 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

Equity Compensation: A Guide for High-Level Executives

October 3, 2022 Business Executives Financial Planning By Advisor Jim Zahansky High Net Worth

If you’re a high-level executive (or are just stepping into the role), you likely have been offered equity compensation. Here's what you should know about this form of compensation, and how to maximize it.

Investments Aren’t Enough – Why You Need a Strategic Financial Plan, Too

October 2, 2022 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Laurence Hale High Net Worth

Here's how to begin building out that other critical half of wealth building – your own strategic financial plan – to get you on solid ground and on a clear path to where you want to be.

5 Things to Consider Before “Buying Low” and Investing During a Market Downturn

July 17, 2022 Balancing Act Years Next Chapter Years Business Executives Investing By Advisor Laurence Hale High Net Worth

If you’re wondering if now’s a good time to invest, start by taking these considerations into account.

Managing Investment Stress During Market Volatility

May 16, 2022 Investing By Advisor Laurence Hale High Net Worth

When the markets are volatile, feeling hopeless about the unpredictability isn’t any help. Here's how to reduce stress and make a plan for moving forward.

Save the Planet While Saving for Retirement? Options for Eco-Conscious Investing

March 21, 2022 Investing By Advisor Jim Zahansky High Net Worth

It doesn’t have to be Earth Day for there to be focus on the environment – environmental impacts and concerns like global warming are a major point of concern for many these days. Read more to find out ways in which you can invest in companies shown to be environmentally responsible.

How to Calculate Your Net Worth & Why It Matters

March 9, 2022 Balancing Act Years Next Chapter Years Financial Planning By Advisor Laurence Hale High Net Worth

We hear a lot about net worth, but what exactly does net worth mean and why does it matter? Here’s a look at what net worth is, how to calculate it and the important role it plays in your finances and your ability to reach your financial and life goals for the future.

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