Tax Planning Ideas
November 16, 2022
Year-end is always a good time to evaluate your current tax situation, with an eye toward future changes.
Category: Financial Concierge
Take Charge of Your Digital Assets
May 24, 2022
Making plans to keep your digital assets in order and managing your digital legacy is another way to ensure your financial life and cherished possessions are organized and secure.
Six Ways to Save on Taxes This Year
November 18, 2021
Regardless of pending legislation, there are several tax planning opportunities you may wish to discuss with your tax advisor.
VIDEO: What Is Financial Concierge?
November 2, 2021
Managing your money means taking on difficult tasks and solving complex problems. It's easy to get lost. That's why GHPIA developed a suite of services we call "Financial Concierge." Our...
Senior $afe: How to Protect Against Financial Abuse
May 27, 2021
With the ever-changing technology surrounding financial data and the sophisticated, developed methods of fraudsters to target and successfully exploit seniors, it is important to understand your options and available protection...
Are Your Affairs in Order?
November 11, 2020
Reviewing your financial affairs and long-term plans will give you an opportunity to think about what is most important to you and how you can best protect yourself and those...
11 Ways To Protect Your Account From Fraudsters
July 10, 2020
GHP Investment Advisors and our custodians have a variety of safeguards in place to monitor and protect your accounts. However, fraudsters often access personal information directly from individuals. But you...
Worried About the Capital One Data Breach? Here’s How To Protect Yourself
July 31, 2019
The Capital One data breach serves as a chilling reminder that everyone's personal data is at risk. Here's GHPIA's data-protection checklist of simple tasks you can perform to help safeguard...