G-DPGHBNQXXM
Amy Parvaneh
Upcoming Seminar. Creatives: Making The Right ...

Attention all entertainment and creative industry professionals: Join me on an upcoming important seminar about managing your finances as an entertainment professional.

Upcoming Seminar. Creatives: Making The Right Financial and Business Decisions

advisor

Income Planning Considerations for Americans Approaching Retirement

Income Planning Considerations for Americans Approaching Retirement

Millions of Baby-Boomers are retiring every year and preparing for income needs and expenses in retirement is always at the top of mind. During the pandemic, an additional 1.7 million Americans retired earlier than what would have been expected.

Build a Budget to Jumpstart Saving

Build a Budget to Jumpstart Saving

Over the past 18 months, Americans have faced uncertainty surrounding work and health, forcing many to put planning and savings to the side. No matter your income, building a budget will help you get a clear picture of where your money is going.

Do You Need a Financial Advisor If You Aren’t Rich?

Do You Need a Financial Advisor If You Aren’t Rich?

You may think you don’t need a financial advisor if you’re not rich, but the truth is that, depending on your situation, having one may benefit you. For many people, the expert advice and guidance they receive from working with one of these professionals far outweigh the costs.

, ,

10 Mistakes When Planning with Art, NFTs & Other Collectibles

, ,
10 Mistakes When Planning with Art, NFTs & Other Collectibles

Join a panel of art sellers, managers, and business experts to help you understand the pitfalls of planning in order to save substantial money, taxes, and frustration.

,

NFT Deep Dive for Entertainment Advisors

,
NFT Deep Dive for Entertainment Advisors

Considering how new the NFT business is, many go into it thinking the business is largely unregulated. To some extent, they are right — the IRS and other governing bodies are having a hard time figuring out what to do.

,

Estate Planning With Collectibles: 10 Mistakes

,
Estate Planning With Collectibles: 10 Mistakes

Estate planning for collectibles, jewelry, cars, and other valuable ‘stuff’ poses unique challenges, including income and transfer tax treatment, valuation, intellectual property issues, and options for donating your collectibles to charity.

,

Employing Diversification in Cryptocurrency Investing

,
Employing Diversification in Cryptocurrency Investing

To borrow from Heraclitus - if there is a constant in the world of investing it’s change. Something new is always catching the eye of investors.

,

Athletes, Creatives, & Entertainers: Financial Decisions

,
Athletes, Creatives, & Entertainers: Financial Decisions

Learn to right your financial ship after making early mistakes, understand when and how to invest, and assemble the right financial team for long term success.