Omega
Wisdom



Blending Life, Wealth, Work & What's Next

Entries tagged "wealth management"

Estate Tax Update for Maryland and D.C.

May 9, 2018
In our last quarterly newsletter, we let you know about some changes in estate tax planning that are a result of the Tax Cut and ... Read More

The Changing World of Financial Planning

November 13, 2015
To most people, it must seem like dealing with money is a pretty static process.  How much can change?  The reality is that for true financial ... Read More

What About Financial Wellness?

October 22, 2015
Is working with an advisor just about having someone manage your money?  What about financial planning and “financial wellness”?             I’ve been struck ... Read More

Did Someone Say Life Planning?

October 15, 2015
Why is life planning important to the financial planning process? A number of years ago, I began bringing life planning into our work with clients.  This ... Read More

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