The Mid-Career Financial Preparedness Checklist
For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that ...
The Pre-Retirement Preparedness Checklist
Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: ...
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...
2024 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...
The Financial Uncertainty Preparedness Checklist
There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record ...
The Divorce Checklist
Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what ...
Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...
Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other ...
Pre-Marital Preparedness Checklist
Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large ...