The Money (and Style) Message Pit: Do Childhood Money and Style Messages Rob Us of Agency?
By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar …
Fiduciary Governance Planning for Your Nonprofit Endowment or Foundation
Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC. A robust governance framework …
A Guide to Spending Policies for Nonprofits
Content originally published by, and used with permission from, Fiducient Advisors LLC. “The name of the investment game is not …
What You Should Know When Creating Investment Policy Statements
Content originally published by, and used with permission from, Fiducient Advisors LLC. Most experienced nonprofit board and committee members understand …
Financial Planning for Dentists: Navigating the Unique Challenges
In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay …
Is a “Backdoor Roth IRA” a good idea?
This is a question that is coming up more frequently, especially from those who wish to defer taking money from …
My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in …
3 Things to Know About Financial Planning for People with Disabilities
Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to …
The Abominable No-Man and the Oracle of Omaha
The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful …
Maximizing Financial Success in Big Law: A Guide for Associates at Different Career Stages
As the compensation landscape for Big Law associates continues to evolve, new financial implications also arise, making it more important …
How Savvy Investors Plan for Education Expenses
There is a changing reality for many parents – advanced planning and a long-term strategy for financing a child’s education …
Beyond Wealth: Integrating Financial Planning and Investor Behavior
As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add …
Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 Update
This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping …
What is an Intentionally Defective Grantor Trust (IDGT)?
Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the …
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2024 Update
The bad news is that there is a federal transfer tax on assets that you give away during life, at …
Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2024 Update
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers …
Understanding New York’s Estate Tax “Cliff” – 2024 Update
In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of …
Spousal Lifetime Access Trusts (SLATs): FAQs – 2024 Update
What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the …