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Wealth Planning Build

C Corp or S Corp?

Recent Tax Law Changes Have Made This a More Difficult Decision

In creating a new business, one of the first decisions that an entrepreneur needs to make is which business structure is most appropriate for their business. The decision to be either a C Corp and S Corp needs to be addressed early as it is made before the company can be registered.

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Wealth Planning Wealth & Lifestyle Build

What exactly do you do? How to select your financial advisor.

In my previous piece, I outlined the differences between investment managers and financial planners. I shared that we, at First Foundation Advisors, take the hybrid approach of investing and planning and that we call it “private wealth management.” This approach seems to work well for our clients, especially those who want a personalized investment solution that speaks to both financial returns as well as life goals.

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Wealth Planning Wealth & Lifestyle Grow Build

Hurricane Relief and Retirement Fund Hardship Withdrawals

Although easier to obtain for those impacted by Harvey, hardship withdrawals should only be taken after careful consideration.

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