BlogTax Planning Taxation of Benefits When States of Employment and Domicile Differ January 11, 2017For many, working in one state and living in another is a common situation. For…
BlogFinancial PlanningTax Planning Trump and Year-End Income Tax Planning December 1, 2016With respect to individual income taxes, President-Elect Donald Trump has proposed to compress and lower…
BlogEstate Planning Important Changes to New Jersey Estate and Trust Law November 3, 2016Repeal of New Jersey Estate Tax. On October 14th, Governor Christie signed into law a…
BlogFinancial PlanningInvestingRetirement Planning What Should I Do With My Old 401(k)? October 24, 2016It’s a question that comes up often – what should I do with my old…
BlogFinancial PlanningInvestingTax Planning A Closer Look at Tax-Loss Harvesting September 19, 2016Tax-loss harvesting (TLH) is an important practice that can improve the after-tax returns of investors’…
BlogInvesting The Power of Diversification September 7, 2016Our post on standard deviation discusses how volatility can negatively impact an investor‘s financial or…
BlogFinancial PlanningTax Planning Understanding the Proposed Regulations for FLPs and Family Businesses September 5, 2016If you’re a family business owner or you created a family limited partnership (FLP), you…
BlogFinancial PlanningRisk Management & Insurance What to Expect When You’re Taking on Debt August 23, 2016My wife and I recently purchased our first home, which was not nearly as fun…
BlogInvesting Demystifying Standard Deviation August 22, 2016Pop quiz: Investment X and Investment Y have each returned 10% over the last 5…
BlogFinancial PlanningWealth Transitions Basics of Property Ownership August 8, 2016The way in which you hold title to your assets can have a major impact…
BlogEstate Planning What is a Revocable Trust? August 5, 2016A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime…
BlogEstate Planning The Basics of Estate Planning August 5, 2016Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just…
BlogImpact Investing Socially Responsible & Sustainable Investing July 28, 2016Dating back to the 16th century, investors have expressed their social views by avoiding investments…
BlogInvesting Should you own bonds in this low interest rate environment? July 22, 2016Recently there have been a multitude of articles concerning how low interest rates are going…
BlogFinancial PlanningInvestingTrending Topics John Oliver & The Fiduciary Standard June 15, 2016In his most recent episode, John Oliver did a great job uncovering several issues that plan…
BlogFinancial PlanningWealth Transitions Planning Considerations for Millennials April 26, 2016Below, I explore some common planning considerations and issues that I encounter on a regular…
BlogInvesting Alternatives & Individual Investors April 21, 2016Alternatives are often a source of confusion for our clients and the investing public, and…
BlogBehavioral FinanceFinancial PlanningInvesting Our Habits Matter January 19, 2016My five month old daughter is just beginning to understand the concept of cause and…
