Intra-Family Loans: A Powerful Gifting Strategy
One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...
Organizing Finances Before, During, and After Divorce
Most people don’t begin their marriage expecting it to end in divorce. For those who are ending a marriage, having ...
Wealthspire Advisors Launches Digital Wealth Management Solution, Wealthspire Pathways
New York, November 21, 2019 – Wealthspire Advisors, an independent investment advisor, today announced the launch of Wealthspire Pathways, a ...
Why We Created Wealthspire Pathways
Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then you no doubt have heard ...
Medicare: Everything You Always Wanted to Know
Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...
Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...
5 Myths about Financial Planning
Managing finances can be daunting with all the intricacies and uncertainties involved. Even if you feel like you’re successfully tackling ...
The Lesser-Known Benefits of Margin Borrowing
It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...
Designating Powers of Attorney (POAs)
Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...
Preparing to Meet with Your Estate Planning Attorney
You can streamline the estate planning process by coming prepared to your first meeting with your estate planning attorney. It ...
