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Financial Insights

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on July 2, 2021September 5, 2021No Comments

The events of last year may have taken a toll on your financial situation. For those who had a financial …

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6 Questions You Should Be Asking When Hiring a New Financial Planner

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on June 25, 2021September 5, 2021No Comments

The role of a financial planner is to help you and your family figure out how to best save earnings, …

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5 Tips to Surviving an IRS Tax Audit

by Conscious Impact Financial PlanningBusiness, TaxesPosted on June 18, 2021September 5, 2021No Comments

There are several reasons the IRS audits; some are random, others may be due to a relationship with another audited …

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Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come

by Conscious Impact Financial PlanningEstate, Family Planning, Insights, InvestmentPosted on June 11, 2021September 5, 2021No Comments

It’s common for people to want to leave money behind for their children and family members after death. After spending …

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Estate Planning as an LGBTQ+ Couple: 6 Considerations to Make During Pride Month

by Conscious Impact Financial PlanningFamily PlanningPosted on June 4, 2021September 5, 2021No Comments

The LGBTQ+ community faces many challenges to estate planning. Family issues and differing laws between states can make the process …

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Setting Up a Trust Fund

by Conscious Impact Financial PlanningEstate, Family PlanningPosted on May 28, 2021September 5, 2021No Comments

Popular culture has created an association between trust funds and the wealthy. It’s a gift rich parents bestow on their …

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Memorial Day Weekend Is Here: Where Does the Travel Industry Stand as Summer Kicks Off?

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on May 28, 2021September 5, 2021No Comments

The travel industry has begun to see growing demand as we move closer to summer. However, not all travel will …

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Cyberattack on a Top U.S. Pipeline: Rising Gas Prices & Panic Buying in the Southeast

by Conscious Impact Financial PlanningInsightsPosted on May 14, 2021September 5, 2021No Comments

A cyberattack by an unnamed criminal group has temporarily halted Colonial Pipeline, a major U.S. pipeline carrying 45 percent of …

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Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on May 7, 2021September 5, 2021No Comments

After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates have announced on May 3 that …

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Common Estate Planning Mistakes to Avoid

by Conscious Impact Financial PlanningEstatePosted on April 30, 2021September 5, 2021No Comments

One of the major problems that occurs with planning for one’s passing and financial distribution is that people frequently leave …

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