Investments & Finance Blog - Wealthspire Advisors

A happy couple meeting financial advisor and shaking hands

Blog Behavioral Finance Financial Planning Investing

When Is the Right Time to Hire a Financial Advisor?

January 18, 2022

Many people think you shouldn’t hire a financial advisor until you have accrued a great…

Blog Executive Planning Financial Planning

What Are Incentive Stock Options (ISOs)?

January 13, 2022

All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created…

Blog Estate Planning Tax Planning

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update

January 1, 2022

While the large increase in the federal estate tax exemption has provided many with federal…

Blog Estate Planning Financial Planning Tax Planning

Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2022 Update

January 1, 2022

This post will help you unpack some of the estate and gift tax provisions of…

Blog Estate Planning Tax Planning

Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update

January 1, 2022

The bad news is that there is a federal tax on assets that you give…

Blog Estate Planning

Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update

January 1, 2022

What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…

Blog Estate Planning Tax Planning

Understanding New York’s Estate Tax “Cliff” – 2022 Update

January 1, 2022

In 2014, dramatic changes were made to New York’s gift and estate tax law. For…

Blog Estate Planning Financial Planning

Pay Attention to How Your Accounts are Titled

January 1, 2022

Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that…

Blog Financial Planning Retirement Planning

What to Do If You Inherit an IRA Post SECURE-Act

December 14, 2021

Introduction If you inherited all or part of an individual retirement account (IRA) or a…

A couple reviewing their revocable trust with their Wealthspire Financial Planner.

Blog Estate Planning

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

December 2, 2021

A trust is an ideal way for individuals to transfer assets either during life or…

Blog Investing

Dow 36,000 Revisited

November 10, 2021

On October 1, 1999, in the midst of the tech stock mania of that era,…

Blog Business Owners Financial Planning Wealth Transitions

The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

November 9, 2021

In my wealth management practice, I focus on helping business owners and corporate executives achieve…

Blog Tax Planning

Tax Proposals: Big Changes to Come

November 3, 2021

On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for…

Blog Financial Planning Investing

3 Financial Skills for Investors Who Are Just Starting Out

October 27, 2021

When starting out, knowing how to manage your money can feel daunting. In this post,…

Blog Financial Planning

3 Tips to Help Junior Partners Avoid Lifestyle Creep

October 13, 2021

Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income –…

Blog Business Owners Covid-19

Brief Update: New Executive Order May Help Small Businesses

September 15, 2021

Last week, President Biden announced an executive order aimed at accelerating the country’s path out…

Blog Financial Planning Wealth Transitions

What Everyone Should Know About Their Family Finances

September 8, 2021

I work with many clients who have lost a spouse, gone through a divorce, or…

Blog Financial Planning Retirement Planning Tax Planning

The Benefits of a Backdoor Roth Contribution

September 1, 2021

The most popular retirement account of the past decade is the Roth IRA. It offers…

Wealth Management, Finance & Investing Blog

When Is the Right Time to Hire a Financial Advisor?

What Are Incentive Stock Options (ISOs)?

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update

Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2022 Update

Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update

Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update

Understanding New York’s Estate Tax “Cliff” – 2022 Update

Pay Attention to How Your Accounts are Titled

What to Do If You Inherit an IRA Post SECURE-Act

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

The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

3 Financial Skills for Investors Who Are Just Starting Out

3 Tips to Help Junior Partners Avoid Lifestyle Creep

What Everyone Should Know About Their Family Finances

The Benefits of a Backdoor Roth Contribution

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