Financial Planning Archives

When Leaving a Charitable Legacy: Private Foundation or Donor Advised Fund?

For individuals and families that want their philanthropy to continue for generations or are concerned [...]

Family Businesses: Social Capital Is Key To Successful Succession Planning

As financial advisors, sometimes in conjunction with psychologists experienced in family dynamics, we've assisted families [...]

4 Financial Resolutions That Really Matter

Taking the first steps now can help to ensure that you are not only in [...]

Four Financial Steps To Consider Before You Start A Family

Deciding to start a family is one of the most exciting and life-changing decisions a [...]

From Recession Fears to Millennial Mistakes, We Asked Our Pros to Opine

Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of [...]

Pre-Nuptial Agreements: A Hedge For Happily Ever After

Prenuptial agreements allow individuals to protect themselves financially with a prearranged, legally binding agreement between [...]

Women advisers driving revenue growth

The current status, and even the history of women in financial services, is just a [...]

Advisors Steer Clients On Safer Course When Family Squabbles Erupt

A lack of communication within a family can pave the way for conflict. An advisor [...]

Flight To Quality Has Not Served As A Buffer This Year

Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy. [...]

The Charitable Mindset: When To Start Educating Your Children

The financial landscape is replete with the "how" of charitable giving. That is, how one [...]