Building Your Philanthropic Legacy with a Family Foundation
You’re wealthy and philanthropically inclined. Instead of writing checks to the causes you support, should you consider establishing a private foundation?...
16 October, 2018
Planning Perspectives
Falling Behind on Financial Planning? It Might Be Time to Hire a Personal CFO
As a high net worth individual, you likely have a team of professionals handling different aspects of your personal finances – attorneys, accountants,...
10 September, 2018
Impact of the Tax Cuts & Jobs Act on Estate Tax Planning
On December 22nd, 2017, President Trump signed the Tax Cuts & Jobs Act (“the Act”) into law. The bill passed Congress through the...
04 May, 2018
Medicare Insurance Premiums Going Up for High Income Households in 2018 and 2019
Did you know that Medicare Part B premiums go up if your income exceeds certain levels? About 7% of retirees on the program...
06 March, 2018
4 Financial Resolutions to Advance & Protect Your Lifestyle
Your financial health is essential to all the things you want to do in life. Now is the perfect time to reflect, reset,...
14 January, 2019
Avoid These 5 Estate Planning Mistakes
Is your estate plan set up to manage some of the most common problems that happen in life? Does it reflect your latest...
31 January, 2018
Can You Write-Off Mortgage Interest on Your Taxes in 2018?
With the new tax law passed in late 2017, not everyone who previously deducted mortgage interest from their taxes will be able to...
30 January, 2018
Seven FAQs About The Tax Cuts and Jobs Act of 2017
Answers to some of the most common questions we've seen about The Tax Cuts and Jobs Act of 2017 and its effects on...
03 January, 2018
Valuing Social Security for Wealthy Individuals
It’s expected that in 2017 more than 62 million Americans will receive roughly $955 billion in Social Security benefits.[i] The vast majority of...
15 September, 2017
Are You Making These 5 IRA Mistakes?
Over the years, we've received many questions regarding Individual Retirement Accounts (IRAs). Typically, most investors want to know if they should choose a...
20 August, 2017