Second Stimulus Bill: Updates and Planning Opportunities January 6, 2021. By Olga Okaty: The second stimulus bill recently passed by Congress and signed by the President enhances and expands a number of economic relief measures and tax provisions that will bring much...
Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions: IRA, SEP IRA, and...
Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
Politics and Your Portfolio: Navigating the 2020 Elections October 28, 2020. By Mark Barry: Politics have dominated the national conversation in recent months, and with November 3rd being a week away emotions are running high. While many people may feel very strongly...
Prenup Planning and Considerations October 14, 2020. By Jennifer Wolfsberg: In our divorce financial analysis services we often come across post-marital planning that could have been well served by a prenuptial agreement. With the divorce rate hovering around 50%, it...
Visualizing and Realizing Your Retirement Reality October 7, 2020. By Courtney Summa: One of the most powerful planning tools we have as individuals is the power of visualization. Visualization can help us define goals and stay motivated as we work toward them....
