by Brian Stallcop | Dec 17, 2025 | Financial Planning, Investment Planning, Retirement
Looking to convert money to a Roth IRA without sending a penny to the IRS? That was the puzzle in a recent client review. She wasn’t a financial mogul—just someone planning a spring paint job and a dream cruise down the Nile. But her projected 2025 income was...
by Brian Stallcop | Nov 21, 2025 | Business, Financial Planning, Investment Planning
Ever looked at your balance sheet and thought, “I should feel wealthy, so why am I sweating next week’s payroll?” You’re not alone. Many successful professionals and business owners live this strange paradox: high income, growing net worth and low liquidity....
by This article was selected for you by Brian Stallcop, CFP® | May 10, 2025 | Financial Planning, Investment Planning, Life Insurance, Taxes
Key Takeaways Wealth managers offer investments—but they don’t stop there. Advanced planning in areas like wealth transfer and wealth protection is a key part of wealth management. Elite wealth managers are systematic about understanding clients on a deep level. We...
by This article was selected for you by Brian Stallcop, CFP® | May 22, 2024 | Business, Financial Planning, Investment Planning
Key Takeaways ESG—environment, social and governance—investments have seen strong inflows in recent years. ESG investors cite aligning their values with their wealth—and return potential—as big reasons to use this investment approach. Greenwashing and a lack of...
by This article was selected for you by Brian Stallcop, CFP® | Dec 12, 2023 | Financial Planning, Investment Planning
Key Takeaways Lack of financial knowledge and feelings of guilt can fuel anxiety among inheritors. Parents and grandparents worry about giving too much money to their heirs. Potential solutions include working with trusted pros and taking an active role in wealth...
by This article was selected for you by Brian Stallcop, CFP® | Nov 10, 2023 | Financial Planning, Investment Planning
Key Takeaways We find that most estate plans are at least three years old—and as a result, could be out of date. We find that many people aren’t sure whether their estate plan is still set up to achieve their desired outcomes. We believe it’s crucial to work with a...
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