Seeing the Bigger Picture A thoughtfully constructed wealth strategy takes a holistic approach to wealth management...
Lauren Detering Friday, MT, CFP®
Articles by: Lauren Detering Friday, 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...
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...
2021 Year-End Planning Checklist
2021 has been a year of mixed emotions, having confronted many challenges and uncertainties around proposed...