Blogs

Educational blogs from SWMG center around the fundamentals of investing and finance.

Should I Update My Estate Plan?

Estate Plan As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of …

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To Trustee or Not to Trustee

Boy, oh boy, the roles and responsibilities of a trustee are extensive. It is not the type of job you want to go into with blinders on. This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. In addition, if you …

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IWD Celebration

On March 8th, we had the opportunity to celebrate International Women’s Day, (IWD) with several women clients, friends, and community members. This annual IWD event is celebrated by women all around the world. We have slightly different goals for our celebration each year, with the following as this year’s focus: Meet new women in the …

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Optimize Retirement Savings While Working

You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans.  Whether you are a business owner or employee, saving for retirement is important. Business Owners: …

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Know the Value of Your Business

Business owners are always keeping multiple balls in the air. Thinking about exceptional execution today, while keeping an eye on their vision for the future. With that in mind, we recommend that business owners consider both formal and informal processes to understand the value of their business. Why? Whether you are ready to formally think …

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The Ins and Outs of Probate Court

Insights into probate court The Ins and Outs of Probate Court, which could become a part of your heir(s) future whether you have a trust, a will, or something else – and provide tips to support your heirs. Probate involves the court-managed distribution of assets. In some cases, there are things you can do to …

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Free Credit Report

It is a good idea to review your credit report on an annual basis. Why? First, when you review your credit report, you may find opportunities to improve your credit score. Second, to identify signs of identity theft. Are there credit cards or loans open under your name with which you are not familiar? Third, …

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We Need to Talk…

Those words can strike fright, or at least trepidation, into many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning. To …

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2025 Tax Planning

Many of you may be aware of the potential tax planning changes on the horizon coming in 2025 to estate-tax rates. Most people are unaware, however, of some of the other tax-cuts that sunset at the end of 2025 if there is no action from Congress and the President to renew them. These tax cuts …

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