When to Change Your Financial Advisor: Different Things to Consider
One’s relationship with their financial advisor or financial planner can be a very intimate one, considering how important an individual’s or family’s finances are.
A Beginner’s Guide for Personal Wealth Management
AFO2023-05-15T05:01:55+00:00A Beginner's Guide for Personal Wealth Management Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager at Arrowroot Family Office. I manage clients' investment portfolios and help them find solutions and optimal strategies for their financial needs. In addition to my passion for finance, I am an exercise physiologist...
April 3, 2023Blogs, Investment, Wealth Management
Everything to know about First Time Homebuyer Credit
AFO2023-04-03T09:32:21+00:00Everything to know about First-Time Homebuyer Credit Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager at Arrowroot Family Office. I manage clients' investment portfolios and help them find solutions and optimal strategies for their financial needs. In addition to my passion for finance, I am an exercise physiologist...
March 30, 2023Blogs, First Time Home Buyer
New Retirement Rules have goodies for everyone! – The Secure Act 2.0
AFO2023-01-26T05:54:14+00:00New Retirement Rules have goodies for everyone! The Secure Act 2.0 passed the Senate at the very end of 2022, and there is something for everyone in there. Many of the new regulations go into effect over the next few years but a few are immediate. First, the new requirement minimum distribution...
January 23, 2023Blogs, Retirement
Trust and Estate Planning: All You Need to Know
AFO2023-01-17T08:00:12+00:00Trust and Estate Planning: All You Need to Know Estate planning is the process of creating a comprehensive plan that designates who will receive one's estate and assets and who will be in charge of one's responsibilities after death. It goes beyond the fundamentals of a will and involves more specific...
January 16, 2023Blogs, Family Office, Financial Advisors, Financial Planners, Wealth Management
Secure Act 2.0 Would Benefit Many Retirees And Young People
AFO2022-07-25T10:22:36+00:00SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in an overwhelming bipartisan fashion. While it must go through the Senate and be signed by the president, some version of it will likely get passed. Here are some of the...
April 1, 2022Blogs, Retirement