facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

You may have financial questions—most revolving around  the accumulation, preservation and transfer of wealth. How do I build more  wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?

Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.

The Sunset is Coming. Are You Prepared? Thumbnail

The Sunset is Coming. Are You Prepared?

Families interested in transferring wealth and leaving a legacy should keep in mind that the lifetime estate and gift tax provisions in the TCJA are scheduled to sunset, or expire, at the end of 2025.

Read More
More Money, More Problems Thumbnail

More Money, More Problems

Understanding the direct correlation between money and problems, or wealth and complexity, and the specialized knowledge and higher level of expertise required.

Read More