By Michael Donahoe When you’re comfortably retired, one of the greatest gifts you can give to your loved ones is the promise of a good education. By gifting your grandchildren an education, you’re providing them the tools they need to be successful, and increasing their chances of leaving a …
Current Perspectives
Common Sense Ways To Maximize Your Legacy
By Michael Donahoe It takes a lot of careful planning and intentionality to develop and curate wealth. But to pass it on effectively to the next generation takes a whole different level of planning. There are a number of common sense ideas to consider in your long-term planning for legacy and to …
How We Really Add Value For Our Clients—It May Not Be How You Think!
By Michael Donahoe If you want to build your wealth and pursue your financial goals, wealth management is an incredibly important tool. Unfortunately, wealth management is also often misunderstood. My experience as a financial planning professional has shown me that it’s rare for a new …
