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In the Season 3 opening episode, Mike LaMena talks with Abbott Stillman, real estate developer, venture investor and artist based in New York City, about his professional and life journey.

Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may be wondering what you should do with the assets or the account. But the first question might be, what can you do. The rules governing inherited IRAs are complex – even more so since the passage of the SECURE Act of 2019. The options available to you will depend on several factors, including the type of account you inherited, when you inherited it, your relationship to the

New York, September 12, 2024 – Wealthspire Advisors LLC, an NFP company and top-ranked independent registered investment advisor (RIA), announced today the release of the third season of its Great Aspirations podcast. “Life Amplified” is this season’s theme – featuring inspiring stories of individuals who have achieved life fulfillment through intuition, opportunity, and determination. Guests include real estate developer and abstract artist Abbott Stillman and Matthieu Pavon, winner of th

In episode 4 of the In Crowd podcast, Ang talks to Joe Anthony, President and Co-owner of Gregory FCA, an integrated, full-service PR and marketing agency that specializes in serving the financial services industry. 

Incorporating philanthropy planning and giving into the family office structure is a powerful tool to help transform communities and create lasting legacies. For family offices, philanthropic giving has benefits beyond strictly financial. See how having a philanthropic vision for your family office can optimize resources while also creating a positive social impact and strengthening family bonds. Finding a Philanthropic Purpose Each family office will have their own reasons for giving, so estab

Wealthspire Advisors was proud to sponsor Karting4CKG, an annual event that supports the Cameron K. Gallagher (CKG) Foundation to raise awareness around teen mental health. We've served as key partners in making this event happen since its inception and helped raise over $500,000 in the last four years alone.   Fourteen teams competed this year, but Wealthspire advisor and CKG Board Member Sandy Wiggins, his son Sam Wiggins, Garret Thomas, and retired Porsche Factory driver David Murry bro

Congratulations on maxing out your 401(k)! You're well on your way to building a robust nest egg and are still motivated to continue growing your savings. The next challenge is deciding where to allocate your money for maximum benefit. Here are some smart strategies to consider once you’ve reached your 401(k)-contribution limit. Build or Replenish Your Emergency Fund An emergency fund is an account that holds three to six months of essential living expenses such as rent or mortgage, utilities,