Estate Planning 2024 Gift, Estate, and GST Tax Changes December 4, 2023 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal | December 4, 2023
Economic & Market Update Bond Market Volatility Has Been High But End Is In Sight Christian Thwaites | December 1, 2023
Estate Planning Not Worried About Federal Estate Taxes? Ten Reasons You Still Need an Estate Plan Paul Chmielewski | November 20, 2023
Economic & Market Update What Will the Fed Do Next? November 7, 2023 - As expected, the Federal Reserve (Fed) once again held the benchmark rate steady at 5.25%–5.50% at its October-end meeting.
Estate Planning Promissory Notes: A Way to Lock In Estate Tax Exemption Amounts October 4, 2023 - Gift and estate tax exemption amounts are may sunset at the end of 2025. For those wary of losing control over significant traditional assets, promissory notes, especially in conjunction with irrevocable grantor trusts, present a potential solution to lock in current exemption amounts.
Behavioral Finance It Pays to Start Early: Talking to Your Kids About Money October 3, 2023 - Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life. Dive into the world of financial literacy early, tailor the education to your family's unique wealth narrative, and lead by example.
Financial Planning Retirement Plan Considerations for the Self-Employed September 26, 2023 — Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances September 26, 2023 — As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.
Behavioral Finance The Case for International Travel Insurance September 19, 2023 — World travel offers a myriad of experiences and memories, but it’s not without risks. Travel insurance is a vital safety net, covering everything from lost baggage and trip cancellations to emergency medical evacuations, ensuring that unexpected disruptions don’t financially and emotionally overwhelm travelers.
Financial Planning Rollover Decisions September 6, 2023 — Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.
Business Owner Advisory Small Business Owners: An Agile Approach to Successful Cash Management August 23, 2023 — SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance of cash flow, especially in the wake of challenges posed by the pandemic, while highlighting the need for agility in financial planning and the advantages of technological solutions in optimizing cash management.
