OUR LATEST INSIGHTS

By now, most of you are aware that federal regulators have shut down Silicon Valley Bank (“SVB”), a big lender to start-ups in tech and venture capital (roughly 40% of tech start-ups were customers of SVB), after its parent company disclosed losses that raised fears about other banks. As a result, many financial companies have had steep declines over the past few trading sessions as questions about the health of the banking sector have come into focus.

Recent headlines about Bruce Willis’ progressing dementia highlight how anyone can suffer from cognitive decline. According to Columbia University, 10% of Americans ages 65 and older have dementia and another 22% have mild cognitive impairment. Here are some signs that could indicate your loved ones need your involvement in managing their finances.

If you own a business and are looking for a potentially large 2022 tax deduction, it is not too late to see if you are eligible to setup and fund a 2022 Cash Balance Plan in combination with your existing 401(k).

Are you concerned about caregiving for yourself or a loved one? Here are some tips to help you plan and prepare.

Learn more about what to do with a sudden influx of money.

Here are some things to consider reviewing and doing at the beginning of this year.