Blog
You’re Invited: IN THE ROOM with Grammy and Tony Award-Winning Hamilton Star, Leslie Odom, Jr.
On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.Get your digital front-row seat as Leslie shares his journey to success...
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How to Choose the Right Wealth Management & Estate Planning Advisor
Money is a crucial component to nearly every major decision we make in life. How much you earn, spend, save and invest all factors into your overall financial well-being. Most of us do not have the time or knowledge to effectively plan...
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Dying without a will complicates and confuses things for your loved ones - even when you're famous.
Chadwick Boseman, best known for his starring role in the blockbuster Marvel action movie Black Panther, died recently after a long battle with cancer. With his worldwide notoriety and prominent acting came the accumulation of wealth....
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Lifestyle Management Tips to help Achieve Your Financial Goals
Financial planning should take into account your short, mid, and long term goals. It's a thorough evaluation of your current, estimated, and desired financial picture. In a way, when you start building a financial plan, you're also...
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Financial Planning for Small Business Owners
Owning a small business is a lot of things; hard work, challenging, rewarding, and (ideally) profitable. In the beginning, many business owners will have a near-term outlook as they focus solely on growing the business. But once the...
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Why Estate Planning is a Key Part of a Solid Financial Plan
If reviewing your estate and financial plans has been top of mind lately, you’re not alone. Living through a crisis like COVID 19 puts everything into perspective, and shines a light on both financial matters and arrangements...
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Highlights of Many of the Federal Relief Opportunities for Your Benefit
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...
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Keeping Calm During Market Volatility
Key Takeaways The one certainty of investing is that your portfolio will experience volatility. Volatility can often lead to irrational decisions, such as exiting markets prematurely. Evidence shows that market timing is a poor...
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How Discipline and Accountability can Help you Reach your Financial Goals
The financial markets over the last month have been, well, volatile. It's fair to say this is an unprecedented time. The sudden impact of the Coronavirus (Covid-19) is affecting people, and the markets, in very unexpected ways. Times...
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Why Estate Planning is Part of Wealth Management
The goal of wealth management is to grow, protect, and transfer wealth. Meeting these goals requires a combination of financial planning, legal and tax advice, investment management, and estate planning. Some may think that having a...
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Helping You Actively Plan for Retirement and The SECURE Act
A major new piece of legislation aimed at bolstering retirement savings, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), was signed into law on December 20th. This new law will affect those actively saving...
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Client Trust and Communication; Key to Successful Wealth Management
In a blog post from this summer, What Real-Life Wealth Management Looks Like, we reviewed the process of defining goals, creating actionable steps, and setting a financial plan into motion. Once we complete these three things, the path...
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Financial Planning: Your Empty Nest Needs Tending!
Your children have graduated from college and are off into the world of adulthood. Congratulations! Great job! All of those years of allocating portions of your finances to the various costs of supporting your baby have come to a close...
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Estate Planning Discussions
You are not looking forward to estate planning, are you? It might seem like a plan that won't benefit you - but that couldn't be further from the truth! Estate planning takes a small amount of time and energy now and provides you an...
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5 Financial Facts For Millennials
According to CNBC, Forbes, The Wall Street Journal, Business Insider, The Atlantic, random people on the street, and your mom, your current financial life is a disaster simply because you are a Millennial. This is only poised to get...
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What Real Life Wealth Management Looks Like
Financial Success is available to everyone but means something different to every family. At VIP Financial Matters, we are big believers that knowledge is power when it comes to financial planning, and defining your success markers...
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