Archive for the 'Blog' Category

Think leaving your art collection to heirs is your only option?

Posted on July 13th, 2015 · Posted in Blog

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

Are you a steward of the arts? Protecting and preserving art for future generations.

Posted on June 1st, 2015 · Posted in Blog

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

Posted on May 4th, 2015 · Posted in Blog

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

Posted on April 14th, 2015 · Posted in Blog

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

Posted on March 16th, 2015 · Posted in Blog

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

Posted on March 15th, 2015 · Posted in Blog

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?

Posted on March 11th, 2015 · Posted in Blog

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