Think leaving your art collection to heirs is your only option?
How do you pass on an art collection when your heirs are not able to take on the responsibility? If you’ve been fortunate enough to amass a collection of artwork,.. read more
Archive for the 'Blog' Category
Are you a steward of the arts? Protecting and preserving art for future generations.
I recently attended an event in Washington DC hosted by the National Gallery of Art in collaboration with the Foundation for Art and Preservation in Embassies. The panel’s discussion topic.. read more
7 Hidden Potholes in Retirement – Part 2
You put away money during your working years in order to be able to enjoy a comfortable retirement and leave a legacy behind. Unfortunately, your road may not be as.. read more
7 Hidden Potholes in Retirement – Part 1
For those of us in Northern states driving in the car on these early days of Spring, we play a game of Concentration trying to remember every pothole to avoid.. read more
How to create your income statement to show your cash flow
Once you have a balance sheet, the next crucial building block in creating a wealth plan is preparing your income statement. The income statement is your cash flow analysis. It.. read more
How to create your personal balance sheet and calculate your net worth
In a previous post, we discussed why it’s important to create a personal balance sheet in order to build your wealth plan. Creating your balance sheet is a crucial first.. read more
What are the building blocks of your wealth plan?
Many clients are surprised when we ask them for their personal balance sheet and income statement. If you don’t have one, then join the club. A lot of people have.. read more
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