BlogRisk Management & Insurance Laddering Life Insurance to Reduce Costs April 29, 2021A Brief History of Life Insurance Life insurance is a powerful tool in wealth management…
BlogInvestingTrending Topics Fixed Income Investing in a Rising Rate Environment April 15, 2021Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the…
BlogTax Planning The Child Tax Credit: 2021 Updates April 13, 2021The Child Tax Credit has existed in many forms over the last 20 years, but…
BlogTax PlanningTrending Topics The Shape of Things to Come: 2021 Tax Law Proposals April 8, 2021Although I am writing this in early April, I promise you, this is no April…
BlogFinancial PlanningWealth Transitions Planning Challenges for Rising Partners at Top Law Firms March 30, 2021Attorneys at the largest, most selective law firms work in a rarefied space. They serve…
BlogFinancial Planning Advisor Designations and What They Mean March 23, 2021When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations…
BlogEstate PlanningTax Planning How Are Trusts Taxed? FAQs March 16, 2021With the tax season fast approaching, you may have questions about how your trust is…
BlogTrending Topics Why Do We Need A Women’s History Month? March 8, 2021For many young girls today, this may be a valid question. But for many of…
BlogImpact InvestingInvesting Introduction to Impact Investing: History, Strategies, and Trends March 2, 2021When it comes to modern investing, individuals have a multitude of options to choose from…
BlogInvestingTrending Topics Trading vs. Investing: What We Can Learn from the GameStop Saga February 23, 2021I was recently quoted in an article for Long Island Newsday, and mentioned that there…
BlogInvesting What Is An OCIO? February 18, 2021What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party…
BlogDivorceFinancial PlanningWealth Transitions Financial Awareness and Divorce February 9, 2021I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me…
BlogBusiness OwnersFinancial PlanningTax Planning The Powerful Tax Savings of “Qualified Small Business Stock” February 2, 2021IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal…
BlogBusiness OwnersCovid-19Trending Topics Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates January 26, 2021There has been an almost constant buzz over the past few weeks concerning various stimulus…
BlogBusiness OwnersCovid-19Trending Topics Paycheck Protection Program (PPP) Loans: Round 2 Updates January 14, 2021The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck…
BlogEstate Planning The One Question All Trustees Should Ask Themselves January 6, 2021Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in…
BlogBusiness OwnersFinancial PlanningTax PlanningTrending Topics Qualified Business Income (QBI) January 1, 2021Deduction May Create New Planning Strategies for Some Business Owners The Tax Cuts and Jobs…
BlogEducation Planning Refinancing of Student Loans December 17, 2020This summer, we wrote a bit about the different types of student loans that are…
