Spring is in the air. Taxes are behind you.
Is your garden clean and ready to grow?
BY JOHN L. SMALLWOOD, CFP
T H E S E C O N D H A L F
ere is a particular kind of clarity
that arrives in spring—especially
when the last tax return is filed, the
last K-1 is gathered, and the year's
financial story has finally been told.
e Northeast shakes off winter. e
boats come out. e greens open up.
And for many of our most successful
clients—business owners, corporate
executives, high achievers in the
second half of their careers—this is
precisely the moment to stop, look at
the whole board, and make sure the
strategy matches where they are
going, not just where they have been.
Because here is what I have seen aer
more than three decades in wealth
management: the first half of a
financial life is about building. e
second half is about designing. And
far too many people arrive at 50, 55,
or 60 still playing the same game they
played at 35—accumulating, growing,
pushing—without ever stopping to
ask the more important question:
what is all of this actually for?
VUE ON | FINANCE
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