by This article was selected for you by Brian Stallcop, CFP® | Apr 18, 2023 | Financial Planning
Key Takeaways Preserving wealth, especially for retirement, is a consistent top concern—even among the affluent.. Mitigating taxes and ensuring loved ones are taken care of are other top-of-mind issues. Planning around your various financial concerns should be...
by This article was selected for you by Brian Stallcop, CFP® | Mar 15, 2023 | Financial Commentary, Financial Planning
Key Takeaways Most Americans experience an event that causes their income and/or net worth to drop significantly. After a financial shock, review your situation and plan with a trusted professional. You can manage both your money and your mental state with a...
by This article was selected for you by Brian Stallcop, CFP® | Feb 15, 2023 | Financial Planning
Key Takeaways An umbrella policy may help protect your assets from larger claims and lawsuits that could potentially cause great financial hardship. Wealthy individuals and families often don’t have large enough umbrella policies. Don’t expect umbrella insurance to...
by Brian Stallcop | Oct 14, 2021 | Financial Planning, Life Insurance
As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...
by Brian Stallcop | Jun 9, 2021 | Financial Planning
As a young adult in the 1980s, I was interested in investing and wanted to become a millionaire. This was pre-Internet so I scoured Money magazine, called the 800 numbers listed in the ads and set up several mutual fund accounts. In the 1990s I had a little more money...
by Brian Stallcop | Apr 20, 2021 | Financial Planning, Taxes
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
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