Advisor Posts

The Importance of Protection Planning

The Importance of Protection Planning

An often under-emphasized topic within comprehensive financial planning and wealth management is risk management through appropriately placed insurance, property, and casualty insurance (or “P&C”) in particular. However, it is paramount that individuals protect their assets while on their “wealth journey”, so that any number of unforeseen events or catastrophes do not set them back significantly.

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Spring Cleaning Your Portfolio

Spring Cleaning Your Portfolio

Springtime – ‘Tis the season that we all find ourselves taking inventory of the to-dos or projects on the home front for the upcoming year, but also reflecting on our financial lives from the previous year. Many of us have that one spot in our home that accumulates assorted financial documents, and we find ourselves doing our “annual spring cleaning” to pull everything together to forward on to our tax professionals. This presents investors a great opportunity to check in on their portfolio, make any course corrections, or realign investment allocations to align with your updated financial goals.

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The Case for Charitable Giving

The Case for Charitable Giving

The Case for Charitable Giving Written by Tad Kastman. Tad is a Certified Financial Planner™ and QA Wealth Management Advisor. Here are three reasons why you may consider Charitable Giving. 1. Giving Can Reflect Your Values and Your Perspective You may have heard the famous saying “where your treasure is, there your heart will be also”. This connection intuitively makes sense to…

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Backdoor Roth Strategy

Backdoor Roth Strategy

Backdoor Roth Strategy Written by Dan Westin. Dan is a Certified Financial Planner™ and Senior Managing Director of QA’s Wealth Management Team.  He is also a partner in the firm. Most Americans, while not excited about paying taxes, accept that they need to pay everything they owe.  However, they understandably have no desire to pay any more than is required. As…

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Social Security: Still Reason to Plan

Social Security: Still Reason to Plan by Kevin Lawson Now that Social Security claiming strategies are on the way out, is there even a need to do any planning around that decision? In 2015 Congress did pass a law that both limited and eliminated several Social Security planning strategies that were especially popular among high income earners.  The “File and…

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Invest Now or Wait – 3 Key Considerations

Invest Now or Wait – 3 Key Considerations by Tad Kastman With US equity markets reaching all-time highs this fall, you may be concerned about investing at these levels. Maybe you’re waiting for a correction before investing excess cash from a recent distribution or bonus. Who can blame a person that is actively thinking about investment timing and managing downside…

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