Donor Advised Funds can be set up easily to accomplish both tax savings and charitable giving goals.  Most people think they need to have a big sum of money before considering setting up their own family charitable fund.  But Donor Advised Funds are the most popular charitable vehicles for donors at many levels of wealth.  You can start your own donor advised fund with as little as $10,000.  I generally recommend a minimum of $50,000 to my clients if they plan to request

It is hard to believe that it has already been 7 months since forming Echo Wealth Management.  Every day I am thankful for the opportunity to pursue my passion for wealth management and I am energized by my conversations with clients about helping them achieve their goals.  My firm continues to grow through a combination of previous clients who sought us out and new clients who appreciates our integrated approach to wealth management, by combining customized financial plans with

The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can be just as critical. You can’t really try on a life insurance policy, so the one you choose needs to fit you like a glove from the outset. The challenge for most people is the sheer number of different kinds of life insurance products from which to choose. The choice is made easier when you have a clear understanding of your own needs

Essentially, you need risk in order to generate the level of returns you will need to achieve financial independence. However, risks can be managed far more effectively than investment performance. You can’t predict the direction of the financial markets, or which mutual fund will outperform the others; however, you can mitigate risk and even have it work for you through proper asset allocation and portfolio diversification.

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