The start of a new year is the perfect time to evaluate your finances to see how you are doing in terms of spending, saving, investment performance, and long-term planning. To continue keeping your financial health in check, there are things you should keep up on throughout the year. We’ve created an easy to follow quarterly financial to do list to help you stay the course en route to your financial goals.
Simplify signing up for Medicare at age 65 when you work with a financial professional at Stableford Capital. Avoid common mistakes and penalties with proper sign-up timing. Maximize your savings by being strategic with employer insurance coverage and HSAs before Medicare enrollment.
After an Alzheimer’s diagnosis, protect assets as part of Alzheimer’s financial planning to ensure that enough funds remain for long-term care and support.
Work with both financial and legal professionals to develop a plan for finances in the face of uncertainty. Strategize to continue earning from investments while protecting funds for the long-term.
Within our post-pandemic, recovering economy there are serious predictions of inflation. Learn what the different types of inflation mean for you and your investments. Work with Stableford Capital to prepare
Picking mutual funds that seem to have great returns may not be such a great investment strategy, since it looks like sheer luck (and not skill) is the key factor when it comes to a fund’s performance. Instead, look for an investment strategy that protects your assets, and factors in the unique risks of the market right now.
Starting your own business is both rewarding and challenging – it also presents a unique set of challenges for financial planning. The four financial planning strategies for the self-employed to consider include setting up a retirement account, funding it, insuring your business and seeking support. At Stableford Capital, we take an integrated advisory approach and look at your entire financial situation when mapping out your financial plan.
Family office wealth management helps you plan ahead for upcoming taxes, as well as significant life changes before they happen. As your family office partner, Stableford is by your side through the good and bad events, advising on the best tax planning strategies to protect your family’s wealth. Ultra high-net-worth families are especially prone to major effects of change, so it’s important to be prepared. That is simply part of our integrated advisory approach.
Both individuals and ultra high net worth families can benefit from utilizing Stableford Capital as a family office partner and CFO. Stableford Capital uses integrated advisory services to collaborate and maintain focus as your family office partner and private advisory firm.
What if one person or investment firm could handle all of your family’s finances and assets? Paying household employees, accounting for taxes, managing assets, planning for retirement and preparing for wealth transfer… all done for you with your best interests at top of mind. Ultra high net worth investors should consider a family office to aid in aligning financial interests while working towards a clear goal.
When meeting with our clients regarding their estate planning and family wealth management, one of the top requests is to transfer wealth to children and grandchildren. While the first thought is often to leave assets in a will or trust, why wait? A strong family wealth management plan can include gifting in the present with limited tax liabilities. Top tips to maintain control and see the benefits now.
