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Category: Family Wealth Planning

Changes to Required Minimum Distributions
February 8, 2022in Family Wealth Planning, Risk Planning, Taxes0by Amar Shahh, CFA, CFP®

Changes to Required Minimum Distributions

by Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Key Points: The Required Minimum Distribution (“RMD”) amount decreased this year One time reset for inherited IRAs from 2019…

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Survivor Benefit Plan
September 13, 2021in Family Wealth Planning0by Amar Shahh, CFA, CFP®

Survivor Benefit Plan

by Tom “Tex” Lawson Director of Military Outreach Retired pay for life is one of the great retirement benefits a qualified Military member is entitled to. A percentage of it…

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5 Risk Management Strategies for Protecting (and Growing) your Wealth
May 29, 2021in Estate Planning, Family Wealth Planning, Risk Planning0by Amar Shahh, CFA, CFP®

5 Risk Management Strategies for Protecting (and Growing) your Wealth

While risk is everywhere, every day at Client First Capital, our goal is to take the lowest amount of risk while maximizing your returns. We specifically focus on helping our…

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Protecting What is Yours
April 22, 2021in Family Wealth Planning0by Amar Shahh, CFA, CFP®

Protecting What is Yours

Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself…

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Essential Tips for planning a Multigenerational Vacation
April 8, 2021in Family Wealth Planning0by Amar Shahh, CFA, CFP®

Essential Tips for planning a Multigenerational Vacation

As we slowly prepare to return back to normalcy, it is the perfect time to begin planning a trip with your loved ones.  A multigenerational vacation can be a time…

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The American Rescue Plan Act of 2021: What you need to Know!
March 23, 2021in Family Wealth Planning, Taxes0by Amar Shahh, CFA, CFP®

The American Rescue Plan Act of 2021: What you need to Know!

The American Rescue Plan of 2021, intended to drive $1.9T economic stimulus and provide fiscal relief in response to the ongoing COVID-19 pandemic. Here are some of the key facts…

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Market Commentary; The Persistence of Volatility

Market Commentary; The Persistence of Volatility

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Market Commentary; The Persistence of Volatility

Market Commentary; The Persistence of Volatility

May 12, 2022in Risk Planning
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A Few Words Before You Go; Estate Thinking and Planning

A Few Words Before You Go; Estate Thinking and Planning

May 11, 2022in Estate Planning
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Cyberattacks Specifically Targeting Seniors

Cyberattacks Specifically Targeting Seniors

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