Hiring help with personal financial planning can be a polarizing subject. Many people either view it as something that they don’t personally need, or maybe can’t afford to outsource. Or on the other hand, it’s because...read more
Category: Financial Planning
What Can a Family Financial Planner Do for You?
We’ve discussed financial planning a few times here at Saddock Wealth. And for a good reason – it’s an extremely important process, especially for high net worth individuals. But what about finding the right individual or...read more
The Financial Planning Process for High-Net-Worth Individuals
Have you managed to make yourself part of that elite portion of the population that can call themselves high-net-worth individuals? Then you’ve got at least $3 million in investable assets, or more than $10 million if...read more
What’s the Deal with Capital Gains?
Building long-term wealth is about more than working hard every day. It’s also about making well-informed financial decisions. These decisions are what will end up making your financial goals a reality. After seeking professional guidance, the...read more
How to Approach Your Retirement Tax Plan
Entering retirement changes quite a few things in life. Income begins to come from investments and social security benefits instead of employment. Inevitably, your financial circumstances will change, and so should your financial plans. You might...read more
Planning Life After Selling Your Business
You grew a business from the ground up and spent your life growing and tending to it, but now you’re ready to take the final step and sell. Your hard work, big risks, long nights, sacrifices,...read more
A Look at the Different HNW Personalities
No two clients are the same—not in amount of wealth, needs, desires, or lifestyles. Just because you’re a HNW investor doesn’t mean you will take the same path as other HNW investors. HNW individuals have as...read more