Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back ...
How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up ...
Puncturing Inflation
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to ...
Margin vs. Mortgage: What to Consider When Purchasing a Home
Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds ...
How Medical Professionals Can Build a Solid Financial Plan
The pandemic has been taking a grueling toll on medical professionals. According to a recent survey, more than 73% of ...
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...
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 ...
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...
Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...
Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update
This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update
The bad news is that there is a federal tax on assets that you give away during life, at death, ...
Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update
What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the ...
