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The new year has arrived, and many of you probably made some resolutions to accomplish certain changes in your life. As your financial advisors, we of course hope that you considered your finances when planning for those changes. Whether you know your situation needs a bit of work, or you’re…
As December gets underway, you might be feeling both joyful and generous. Charitable organizations know this, and ramp up their solicitations at this time of year. Giving to charity can feel good and make a difference in the world, but it can also make a difference toward your tax liability…
Growing one’s assets is a pretty common goal, and yet, there are an infinite number of ways to accomplish that goal. What works for one person might not be exactly right for another, so it’s important to understand your options and choose a strategy that makes sense to you personally….
Do you ever look at those bank statements that arrive by email or snail mail? If you’re like a lot of people, your inbox is full or you have a stack of unopened mail on your desk. But if you aren’t scrutinizing your bank statements, you could be one of…
Your days of PTO meetings, ballet recitals, and helping with science fair projects might be over, but does that mean you’re “done” raising your children, even if they’re in college or already graduated? Well, as we all know, you are never really finished sharing your knowledge and experience with your…
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Investment Advisory Services offered through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934). Our Client Relationship Summary is also available here [https://static.fmgsuite.com/media/documents/103cbcb0-71dd-496e-ac8a-26481c28aa5f.pdf]. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Steinhandler Wealth Advisors and MariPau Wealth Management are not Affiliated entities.
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