BlogFinancial Planning How to Make A Good Credit Score BetterDecember 1, 2019Do you pride yourself on having a good credit score? In the world of credit,…
BlogFinancial Planning Why We Created Wealthspire PathwaysNovember 20, 2019Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then…
Blog Reflections on our New Name from our Chairman and CEOOctober 29, 2019Howard Sontag, Chairman As the founder of a firm with my own name on the…
BlogEstate PlanningTax Planning Understanding New York’s Estate Tax “Cliff” – Updated October 2019October 29, 2019It has been more than six years since some dramatic changes were made to New…
BlogFinancial Planning Year-End Planning ChecklistOctober 24, 2019Before the holiday madness hits, spend a few minutes to focus on year-end planning. You'll…
BlogEducation PlanningFinancial Planning FAFSA: Act Quickly and Strategically to Maximize BenefitsOctober 2, 2019Starting October 1, this year’s Free Application for Federal Student Aid (FAFSA) is now available…
BlogFinancial PlanningRetirement Planning Pre-tax or Roth 401k Contributions—That is the QuestionSeptember 24, 2019The decision of whether to make pre-tax or Roth (after-tax) 401k contributions frequently pops up,…
BlogFinancial Planning Financial Planning for the Possibility of IncapacitationSeptember 23, 2019Planning for the possibility of becoming incapacitated can be daunting. While many may have their…
BlogFinancial PlanningWealth Transitions Why Should I Sign a Prenup?September 4, 2019It’s not because either of you thinks the marriage won’t last To many, “prenup” (short…
BlogFinancial Planning Wealthspire Advisors Back-to-School Reading List 2019August 26, 2019With the start of a new school year just around the corner, we thought some…
BlogFinancial PlanningRisk Management & Insurance The Life Insurance Tax Trap – And How to Avoid ItAugust 16, 2019A major advantage of life insurance is a (typically) tax-free death benefit. In structuring life…
BlogFinancial PlanningSpecial Needs Planning Special Needs and Special Education Planning: Part 2August 13, 2019Back-to-school IEP Tips It’s only the middle of August, but your mind is firmly on…
BlogEstate PlanningFinancial Planning Basics of Disability PlanningAugust 8, 2019Currently over 61 million Americans live with a disability, and statistically the average American worker…
BlogBusiness OwnersFinancial PlanningInvestingRetirement Planning A “How To” Guide to Retirement Savings for the Self-EmployedAugust 1, 2019Recently, we received a call from a client who had previously retired but had decided…
BlogFinancial PlanningSpecial Needs Planning Special Needs Planning & Special Education PlanningJuly 24, 2019An Introduction It’s hard to believe that the beginning of a new school year will…
BlogFinancial PlanningHealthcare Approaching Healthcare as an Informed ConsumerJuly 17, 2019Effectively Seek Medical Care in a Way that Makes Sense for Your Insurance The level…
BlogRetirement PlanningTrending Topics SECURE Act: Changes May Be Coming Soon to Retirement SavingsJuly 12, 2019Believe it or not, there is something that Democrats and Republicans in Congress can agree…
BlogFinancial PlanningWealth Transitions A Guide to End-of-Life PlanningJuly 2, 2019Although planning for end-of-life can be emotionally fraught and daunting, organizing affairs well before the…
