Financial Planning for Dentists: Navigating the Unique Challenges
In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay ...
Is a “Backdoor Roth IRA” a good idea?
This is a question that is coming up more frequently, especially from those who wish to defer taking money from ...
My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...
3 Things to Know About Financial Planning for People with Disabilities
Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to ...
The Abominable No-Man and the Oracle of Omaha
The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...
Maximizing Financial Success in Big Law: A Guide for Associates at Different Career Stages
As the compensation landscape for Big Law associates continues to evolve, new financial implications also arise, making it more important ...
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 ...
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 ...
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 ...
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 ...
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2024 Update
The bad news is that there is a federal transfer tax on assets that you give away during life, at ...
Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2024 Update
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...