Seeing the Bigger Picture A thoughtfully constructed wealth strategy takes a holistic approach to wealth management...
Lauren Detering, MT, CFP®
Articles by: Lauren Detering, MT, CFP®
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting...
2022 Year-End Planning Checklist
While we entered 2022 planning for uncertainties around proposed legislative changes, only a minimal number of tax law...
Planning During a Divorce
Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge...
U.S. Senate Approves Inflation Reduction Act
On August 7, 2022, the U.S. Senate passed the Inflation Reduction Act (IRA) of 2022 (H.R. 5376) with a 51 to 50 tally,...
Estate Planning Your Child Needs Once They Turn 18
You may still consider your 18-year-old a child, but to the world, they are an adult. As your child graduates from...