The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations
When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including …
The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions
The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due …
Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life
Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth …
Navigating the Financial Transition: From College Athlete to Pro
The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, …
Trust & Estate Considerations for Art & Collectible Owners and Inheritors
Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments …
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 …
The Powerful Tax Savings of “Qualified Small Business Stock”
IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs …