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Wealthspire Advisors

sage financial advisors

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Acquisition expands Wealthspire’s presence in the West New York, November 29, 2022 – Wealthspire Advisors LLC, an NFP company and ...

Wealthspire Advisors Launches New Podcast: Great Aspirations

New York, November 17, 2022 – Wealthspire Advisors, an NFP company and independent registered investment advisor headquartered in New York, ...

Wealthspire Advisors Names Jonathan Connolly Head of Trust Services

New York, November 16, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, announced today that ...

A Guide to Qualified Personal Residence Trusts (QPRTs)

What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either ...

adjusted gross income

Adjusted Gross Income (AGI)

What Is Adjusted Gross Income? Adjusted gross income (AGI) is one figure used in the calculation of income tax liability. ...

Two gold bands and a gavel on a forest green book illustrating the divorce asset planning guide from Wealthspire.

Divorce Asset Planning Guide

Take control of your finances during and after divorce with our complimentary divorce planning guide.

Meeting with a financial advisor

Selecting a Financial Advisor

Do you know what to consider when selecting a financial advisor? It’s never too early to secure your financial future. ...

When Is the Right Time to Hire a Financial Advisor?

Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets.  However, that’s ...

account beneficiaries

Pay Attention to How Your Accounts are Titled

Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to ...

annuity

Annuity

What Is an Annuity? An annuity is a contract with an insurance company that guarantees current or future payments in ...

Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?

A trust is an ideal way for individuals to transfer assets either during life or after their passing. At a ...

Brief Update: New Executive Order May Help Small Businesses

Last week, President Biden announced an executive order aimed at accelerating the country’s path out of the pandemic. There are ...