BlogFinancial PlanningSpecial Needs Planning Special Needs and Special Education Planning: Part 2 August 13, 2019Back-to-school IEP Tips It’s only the middle of August, but your mind is firmly on…
BlogBusiness OwnersFinancial PlanningInvestingRetirement Planning A “How To” Guide to Retirement Savings for the Self-Employed August 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 Planning July 24, 2019An Introduction It’s hard to believe that the beginning of a new school year will…
BlogFinancial PlanningHealthcare Approaching Healthcare as an Informed Consumer July 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 Savings July 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 Planning July 2, 2019Although planning for end-of-life can be emotionally fraught and daunting, organizing affairs well before the…
BlogFinancial PlanningSocial Security Weighing Your Options on When to Take Social Security June 20, 2019Determining when to start collecting your Social Security benefit is an important financial decision that…
BlogInvesting Stock Buybacks: The Battle of Perception vs Reality May 24, 2019Recent years have seen growing popularity in share buybacks, the process whereby a company repurchases…
BlogFinancial PlanningInvesting Should I pay off my mortgage or invest? May 17, 2019Most of our clients will at some point ask if paying off—or more aggressively paying…
BlogInvesting The Yield Curve: An Imperfect Indicator in Evolving Market Conditions May 6, 2019The U.S. Treasury Yield Curve inverted recently for a few days, which provoked hand-wringing and…
BlogFinancial PlanningWealth Transitions What to Do When a Partner Has Little or no Interest in Finances April 22, 2019It’s not uncommon in a relationship for one partner to handle most of the finances…
BlogFinancial PlanningInvestingRetirement PlanningTax Planning What is a Mega Backdoor Roth IRA? April 9, 2019Most people have heard of Roth IRAs. Those that qualify typically contribute and those that…
BlogFinancial PlanningRetirement PlanningTax Planning The Benefits of a Backdoor Roth Contribution March 7, 2019It is that time of the year – with tax season comes retirement account contribution…
BlogEstate PlanningFinancial PlanningTax Planning Important Gift Tax and Trust Income Tax Reminders March 7, 2019As tax season is now in full swing, below are some important gift tax and…
BlogTrending Topics The Wealth Management Experience for Female Advisors & Clients March 7, 2019Perspectives from Women Advisors at Wealthspire Advisors As we observe International Women’s Day on March…
BlogFinancial PlanningInvesting Avoid Common Planning Mistakes with Executive Compensation February 26, 2019Whether you work for a budding start-up or a well-established Fortune 500 company, it’s imperative…
BlogTax PlanningWealth Transitions Moving Abroad for Work? Here’s How You’ll be Taxed February 15, 2019The following refers to citizens and resident aliens of the United States who are not…
BlogFinancial PlanningHealthcareRetirement Planning How to Plan for Long-Term Care Costs January 31, 2019Many of us think it won’t happen to us, but the statistics say otherwise. 52%…
