Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.
As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.
High earners face additional contribution restrictions to employer-sponsored 401(k) plans. Being aware of these restrictions and how to navigate them can help maximize retirement savings.
Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.
PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication [...]
While dealing with the emotional loss of a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. Learn how the Family Love Letter can help.
Learn more about the Family Love Letter as an important estate planning tool in this complimentary webinar by PBMares experts.
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Plus, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock and avoid probate.
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