Author Archives: Adam Salas

6 Strategies: Financial and Tax Planning During Volatile Times

Over the last several months, we’ve received an outpouring of questions from clients about recent economic events and current market volatility. In a time of inflation, increasing interest rates, bank runs, geopolitics, layoffs and the Silicon Valley Bank collapse, it’s only natural to have financial concerns and emotional unease.

A Financial Planning Checklist for Couples in 5 Steps

For many couples planning to get married, it’s tempting to avoid discussion of prenups, debt, titling assets and other delicate topics. It can feel unromantic, uncomfortable and daunting – but it really doesn’t have to. With the right approach, a discussion on these topics can protect and bring peace of mind to both parties. An experienced financial advisor can facilitate positive, constructive financial planning conversations, put your plan into action, and safeguard your plan amid changing property, estate and marital laws.