As we enter the last quarter of the year and look forward to next year, here are some tax tips for how to maximize your income while minimizing the tax bite, including steps you can take now and plans you can make for the future. First, it’s worth mentioning the dreaded “I” word: “inflation.” While …
Saving for retirement can seem like a daunting task, but a with a few simple strategies you can make progress toward your financial goals.
Planning for retirement means understanding how much income you’ll need to maintain a comfortable lifestyle as you grow older.
What distinguishes TSP Family Office from others in the financial space is our development of a proprietary process that creates abundant, multigenerational wealth through integrated, comprehensive financial and tax strategies. We have been developing this unique process, The Multigenerational Wealth Navigator, for more than 20 years. We see our role as learning to understand you, …
High-net-worth-individuals are increasingly turning to private wealth management advisors with the goal of growing generational wealth.
Registered Investment Advisers (RIAs)* are an important part of the family office but many people don’t know the important difference between RIAs and other financial advisors. Registered financial representatives have a similar title but are governed by different regulations. The distinctions are important. Registered financial representatives are governed by suitability standards that require them to …
The S.M.A.R.T. goal method is an effective way to build accountability with yourself by visualizing what you want to achieve.
Overpaying on taxes, unfortunately, is a very real situation for many people. Whether they are unaware of certain tax codes and credits or lack a true tax strategy, many families are stuck paying more than others at tax time. This can lead to less money in their pockets and a more difficult path toward building …
Your children mean the world to you, and you would do anything for them. They deserve the security that they will be taken care of; God forbid something were to happen to you. You’ve spent a lifetime making sacrifices and hard decisions to accumulate your wealth, as well. After all that hard work, your legacy …
John D. Rockefeller established the first family office in 1882 to manage his family’s wealth but much has changed over the last century. Family offices and family office services are no longer reserved for just the ultra-wealthy. Rather, the goals and circumstances dictate the need for family office services. You may ask yourself, “What exactly …
