Read this Periscope to learn about some of the new resources provided on our all-new website, www.assetsandincome.com
The new Client Access button, at the top left of the webpage, provides links to several of the most common requests made by our clients. You can login to see your accounts, your financial plans, download a Family Financial Album, Go paperless, and find contact information for our team quickly and easily.
What to Do When a Loved One Dies
A new checklist and white paper full of great advice for survivors, written by Marla and Stacey. Sometimes the work required of us seems too much! This list and the advice make it easier.
We have a number of resources for business owners. If you are looking to exit your business, or just curious about your options, consider taking the Exit Planning Readiness Survey, and we’ll take care of the rest!
Relatedly, a number of people have become “paper wealthy” with their company stock but don’t know what to do. Two new white papers address these issues. Make sure to share them with anyone you know who has a large amount of money tied up in any one equity. They could benefit!
Concentrated Wealth Strategies
To NUA or Not: What to Do if You Own Company Stock in Your 401k (coming soon!)
We updated our investment pages and our beliefs are now front and center. If you’ve any questions about how we make our decisions, this is a great place to start with a link to our complete investment philosophy statement.
For a trip down memory lane, check out a few photos of our team from many years ago. Some of us were so young! What am I saying? I haven’t aged a bit!