Back to Financial Planning Insights Managing Money as a Couple Vonny Carrington Kathryn Kennedy Ekaterina Klimentova February 11, 2021
Meet The Author Vonny Carrington Partner Vonny is a Partner in the New York City office and has more than twelve years of industry experience specializing in company benefits, tax planning,... Learn More
Meet The Author Kathryn Kennedy Partner Kate is a Partner in the Chicago office and a member of the firm’s Board of Directors. She has nearly thirty years of experience in... Learn More
Meet The Author Ekaterina Klimentova Partner Ekaterina is a Partner in the New York office. She has over 20 years of experience in the financial services industry, providing a wide range... Learn More
Financial Planning Retirement Plan Considerations for the Self-EmployedSolo 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…
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances 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…
Financial Planning Rollover DecisionsRetirement 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…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
Executive Financial Counseling The Taxation of Restricted Stock UnitsRestricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as…