Retirement Checklist: Planning Today for the Tomorrow You Deserve
“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein …
Incomplete Non-Grantor (ING) Trusts – FAQs
What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set up in which assets you …
The Securing a Strong Retirement Act of 2022: What You Need to Know
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, …
Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back …
How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up …
Puncturing Inflation
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to …
Margin vs. Mortgage: What to Consider When Purchasing a Home
Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds …
How Medical Professionals Can Build a Solid Financial Plan
The pandemic has been taking a grueling toll on medical professionals. According to a recent survey, more than 73% of …
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based …
When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s …
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google …
Pay Attention to How Your Accounts are Titled
Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to …
What to Do If You Inherit an IRA Post SECURE-Act
Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may …
Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?
A trust is an ideal way for individuals to transfer assets either during life or after their passing. At a …
Dow 36,000 Revisited
On October 1, 1999, in the midst of the tech stock mania of that era, James K. Glassman and Kevin …
The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial …
Tax Proposals: Big Changes to Come
On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for the Build Back Better Act – H.R. …
3 Financial Skills for Investors Who Are Just Starting Out
When starting out, knowing how to manage your money can feel daunting. In this post, we will offer simple steps …
