Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get … [Read more...]
Principles of a Trusted Advisor
Curious what to look for when choosing a trusted advisor? The following are 10 principles Delap Wealth Advisory has adopted to help us serve as your trusted advisor. Act in the Best Interest of Our … [Read more...]
Six Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new … [Read more...]
Loss of a Spouse: What to Do When You Lose Half of Your Whole
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and … [Read more...]
What Is Fiduciary Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the … [Read more...]
CARES Act Relief for Small Business Owners
The expansive coronavirus-related stimulus package signed into law last week — the CARES Act — has in it several measures of relief for small business owners, ranging from various loan programs to tax … [Read more...]
Success That Lasts — Episode 6: Bridging the Identity Gap
Adversity is an inevitable part of life. Legendary football coach Lou Holtz has said, "Adversity is another way to measure the greatness of individuals. I've never had a crisis that didn't make me … [Read more...]
You, Your Investments, and the Coronavirus
What is the prudent investor response to the uncertainty of a rapidly expanding overseas health crisis? Financial prognosticators are implying the Coronavirus could create economic headwinds that … [Read more...]
The SECURE Act: What You Need to Know
Originally posted January 3, 2020 on the Delapcpa.com blog. You may have missed the news — buried in a much bigger federal spending bill and passed in the thick of the holiday season — but after … [Read more...]