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Client Center

Planning for the next generation

 

eMoney Financial Dashboard

access your financial dashboard
 

Account Access

When you click the above custodian account links, you will be leaving the Financial Alternatives, Inc. web site and will be entering third-party web sites.

Reference Documents

ShareFile Online Vault

  • Access your quarterly investment reports and annual tax documents like 1099s.

  • Securely store important documents, and share them with others such as your CPA, attorney, or family members.

  • Download the Guide to Using Your Online Vault.

access your online vault
 

Featured Posts

Financial Alternatives News and Insights
How Irrevocable Life Insurance Trusts Work

Irrevocable Life Insurance Trusts are really not complicated, despite how they may appear. In this blog, we’ll discuss what you need to know about them, in simple terms.

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Market Review Q3 - 2025

  • The US equity market posted positive returns for the quarter and outperformed non-US developed markets but underperformed emerging markets.

  • US real estate investment trusts outperformed non-US REITs during the quarter.

  • During the quarter, interest rates decreased within the US Treasury market.

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Planning Newsletter - October 2025

  • Generally, changes to individual taxes are positive but with limitations for higher income taxpayers in the highest brackets. Proactive tax planning will be crucial in many cases.

  • The estate tax exemption amount was increased tom $15 million per person, indexed to inflation starting in 2026. Wealth transfer and gifting strategies may need to be reviewed.

  • OBBBA expands provisions from the 2017 Tax Cuts and Jobs Act (TCJA) to favor small business owners. Business owners should consider ways to take advantage of this.

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High Income Individual? What you need to know about the One Big Beautiful Bill

On July 4th, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), which was subsequently approved by Congress. This bill has many implications. In this blog we will discuss  what it means for individuals of high net worth and people in the higher tax brackets.

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