INSIGHTS

The tax code is constantly changing and evolving. While the tax code changes at the end of 2017 were highly publicized, many people don’t realize that the tax code changes every single year… The most basic Tax Planning could involve gifting strategies, making sure that the appropriate withholdings are selected, and ensuring that all appropriate deductions are selected and reported. As net worth and complexity increases, Tax Planning begins to affect other areas of a person’s financial life like debt strategy, insurance planning and estate planning. The consequences of a misstep in planning can mean serious financial pain.

Your story, what has happened to you and what you have done, is unique and important. But it is not the same as your identity or who you are. As a company, our identity is much deeper than what we have accomplished or can accomplish. Identity goes to the core of what makes you who you are, to the values that define you. And if we utilize Blake’s wisdom, we should strive to have gratefulness at our core and seek to serve others. It is there that we will find true value.

We are able to block out short-term noise, allow markets to work for us, and share insights with clients that help them perceive events through a historical lens and set reasonable expectations in both periods of under-performance and out-performance. We believe that this approach is the optimal way to help you grow and enjoy your wealth as we walk through life together.

It was a beautiful evening for the WEALTHSTONE ADVISORS Women 4 Women event featuring Jane Grote Abell, the Chairwoman of Donatos Pizza. Women 4 Women was designed for women, by women. The...

Your financial future. Your path. Embarking on this journey alone can be daunting. That’s why at WEALTHSTONE ADVISORS, we invite you to walk with us – walk with us to your financial future. At...

It is necessary to know where you are spending your money simply from an awareness perspective. Perhaps spending habits need to be changed, perhaps not. But in order to make sure that you are spending your money to meet your priorities, it is helpful to know where your money is being spent.