Wealth Advisors

Articles

What Recent Changes in the Estate Tax and Generation Skipping Tax Mean to You

As legislation has not yet been passed by Congress to extend the estate and generation skipping taxes to 2010, there may be unique planning opportunities for you to take advantage of. Learn why reviewing your current estate plan now is essential.

Planning for a Roth IRA Conversion

Are you wondering whether you should convert a traditional IRA to a Roth IRA? Gain insight into the many factors at play in determining whether an IRA conversion is right for you.

Personal Financial Planning Helping You See the Big Picture by John Whiting
(North Bay Business Journal, Executive Legal & Accounting Guide, July 2009; used with permission)

Has your financial portrait, like so many others, drastically changed face in the last 20 months? Our economic downturn has made evident that it can take a financial storm to recognize the importance of having a financial plan. Starting today, where do you see yourself tomorrow and, more significantly, how do you plan to get there?