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Thursday, May 12, 2022

Wednesday, April 13, 2022

If you decide to make FL your permanent residence, and you are a high net worth individual or couple, you may be caught off guard to find out that you still owe taxes to your previous high-income tax state, even after you have moved to FL.

Tuesday, March 15, 2022

Costs for higher education have sky-rocketed in the past few years and are only getting higher...so if you have children or grandchildren, that's probably something you think about quite a lot these days.

Wednesday, February 23, 2022

As Americans, we have a history of persevering in the face of adversity. If you’re like many people today, you may be asking yourself, “Where do I go from here?” We think the answer is simple: “You go forward”. 

Wednesday, January 5, 2022

With so many people living longer today, it is more important than ever to make sure you have done your planning so that you can continue to enjoy your present way of life well into your 80s or even 90s.

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Friday, December 3, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along.At its November meeting, the Fed outlined its plan to taper monthly...

Tuesday, October 26, 2021

It’s not conveying anything new when we say that we are living in very uncertain times. But one thing we know for sure, just as you should use a roadmap when you head out for a trip, the same is true for your personal finances....

Thursday, October 14, 2021

For families caring for a loved one with a disability, special needs trusts—also called supplemental needs trusts—can provide a sense of security. Special needs trusts allow the family to improve the quality of life for the...

Thursday, September 9, 2021

It’s approaching 20 years since our country was attacked and I still have occasional nightmares about the day it happened. The morning of 9/11 I was on a flight from Newark, NJ, with one of my business associates heading to...

Tuesday, July 20, 2021

No one wants to think about being alone and without your spouse by your side, and as much as it is painful to think about, it must be discussed and planned for as the reality is at some point in every life the inevitable will occur. So...

Wednesday, May 19, 2021

When going through a divorce, everything suddenly changes. What I hope to do in this blog about Divorce, is to help you plan for an amicable financial uncoupling of family assets while maintaining civility for all parties involved.

Friday, April 9, 2021

The latest blog in our series is, “Having the Talk With Your Business Partner”. This can be a difficult and somewhat sensitive discussion, however, it has major implications that could impact you and your partner, the...

Tuesday, March 16, 2021

Last month we discussed the difficult topic of, “Having the Talk with Your Parents”. This struck a chord with so many people and we had a very positive response from our contacts and connections. Therefore, this month we...

Sunday, February 14, 2021

As we get older and hopefully wiser, more responsibilities fall upon us. We are often referred to as the Sandwich Generation, the ones in the middle, caught between our aging parents and our children. We, as children of aging parents,...

Tuesday, January 26, 2021

Many people realize that their financial future and family legacy may depend upon their choice of a competent Financial Advisor. The ability to grow wealth and protect assets from being depleted by risky investments, income taxes and...

Tuesday, January 12, 2021

I think we can all agree that 2020 was a most challenging year and many people have been through some unexpected upheaval. With that said, how can you make sure that 2021 is going to be an outstanding year for personal and financial...

Friday, December 11, 2020

As the year comes to a close, now is a good time to consider preparing for the 2021 tax season. Yes, we know it’s early, but this is the best time of year to consider what the tax implications might be for financial decisions you...

Monday, November 16, 2020

How long has it been since you last updated your estate plan? If you’re like many of us, the last time you reviewed your will and/or estate plan was when it was originally signed in your attorney’s office. When was that? 10...

Monday, November 2, 2020

It’s not conveying anything new when we say that we are living in very uncertain times. Just as you should visit your doctor each year for a complete medical check-up, the same is true for your personal finances. Rather than a...

Monday, October 19, 2020

As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...

Tuesday, October 6, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Tuesday, August 25, 2020

You’ve all heard the cautionary tales. An ex-spouse collects a death benefit that was intended for the current spouse. Along the way, fights break out. Lawsuits happen. Family members stop talking. And the biggest irony? The...

Tuesday, August 25, 2020

I hope this finds each of you safe and healthy as we walk through the challenges that surround us. I have sent communications surrounding investments, giving historical perspective as well as reassurance during these volatile times in...

Tuesday, August 25, 2020

You are already a successful person in your field however we all go through times of self doubts, it is during times such as these steps can be invaluable. Surround Yourself With The Right People Be around the right people. When you...

Tuesday, August 25, 2020

Stop putting yourself last on your “to do” list. Take the appropriate steps to prepare for your financial future now. We’re living thru challenging times & we’re continuing to wear many hats. We all live hectic...