A First Foundation Blog

Wealth Planning Wealth & Lifestyle Grow

What Is Wealth Planning?

Planning to invest, or investing your plan?

Many people use the terms wealth management and investment management interchangeably. This undoubtedly creates confusion and leads to uncertainty as to what your financial “advisor” does for you. Do they manage wealth or do they manage investments? Do they plan how you invest or do they invest to your plan? Both are important, right? Many will say that investments are where the action is –..

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Wealth Planning Wealth & Lifestyle Grow

7 Tax Planning To-Dos Before Year End

With the end of 2018 approaching, many of us find ourselves developing resolutions towards self-improvement. And for the work we do with our clients around this time of year, this usually relates to financial planning.

Getting your finances in order is a great resolution to a more happy and prosperous new year. Yet we know that this can be daunting. So to help, we are taking a moment to share with you seven things you can do before the year..

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Wealth Planning Wealth & Lifestyle Grow

Holistic retirement and long-term investment planning

Saving for retirement shouldn’t be about achieving some specific dollar amount, or even about specific investments to get there. It’s about figuring out what retirement means to you, and making sure retirement is both affordable and meets your lifestyle goals in a meaningful way. Then, deciding on how to get there by designing a holistic strategy that treats your retirement portfolio as the sum of all the parts. Benjamin Franklin once said:..

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