Financial Planning

Filters
education planning fafsa

How Savvy Investors Plan for Education Expenses

There is a changing reality for many parents – advanced planning and a long-term strategy for financing a child’s education ...

investor behavior

Beyond Wealth: Integrating Financial Planning and Investor Behavior

As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...

tax law changes

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 Update

This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...

IDGT

What is an Intentionally Defective Grantor Trust (IDGT)?

Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...

tax cheat sheet

2024 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...

QBI

Qualified Business Income (QBI): Deduction May Create New Planning Strategies for Some Business Owners

The Tax Cuts and Jobs Act of 2017 introduced a 20% tax deduction focused on pass-through businesses. While the deduction ...

associate

So You’re a New BigLaw Associate

You’ve done it! Three years of law school, a summer internship or two, several grueling months of bar exam prep, ...

Equity Partner

What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with ...

RSUs vs. ISOs

RSUs vs. ISOs: Equity Compensation 101

Chances are that if you’ve reached a point in your career where your employer has granted you Incentive Stock Options ...

The Financial Uncertainty Preparedness Checklist

There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record ...