Article
April 2024
Services
Wealth Planning
Fee Only. Integrated, holistic answers for financial (and life) decisions.
Our Approach Putting you on solid ground to weather whatever life throws your way.
Planning for the Whole You
- Goal setting: Conversations to understand your personal values and your dreams for your financial life.
- Retirement planning: Whether saving for or enjoying your retirement, Abacus creates a cash flow model that gives peace of mind.
- Portfolio design: A portfolio that meets your unique goals, time horizon, and values.
Income Tax Planning
- After-tax wealth creation: Year-round tax-planning—a focus on what you keep, not what you earn.
- Seeking opportunity: A thorough review of each year’s income tax return to find tax-savings strategies.
- Regulatory risk: As tax laws change, proactive advice and planning.
Estate Planning
- Anticipating death: Clarify your hopes for your financial and personal legacy with your wealth.
- Understanding options: Develop a thoughtful plan for distributing assets to family and/or charity at your death.
- Long-term care planning: Whether incapacity or a need for home care support, let’s make a plan.
Planning for Your Family
- Transition planning: Support for developing your human capital at moments of transition (e.g., career change, fulfilling retirement).
- Successful adult children: To promote wise financial decisions, time with an Abacus advisor at moments of transition (e.g., first job, marriage, first child).
- Education planning: Develop a tax-savvy plan for the education of your children, grandchildren and, sometimes, great-grandchildren.
Charitable Planning
- Create a giving strategy: Partner to create a giving plan that supports your values.
- Implementation: Balance goals, tax-savvy strategies, and lifetime/legacy gifts.
- Integrity and impact: Monitor your favored charitable organization for financial health and focus on its mission.