Perspectives on Life
Discover financial planning strategies that will guide you through all stages of your life – from starting out, to building a family, to retirement.
By Zach Levine | December 19, 2019
Proper legacy planning requires careful thought and preparation. Many people never get around to putting their wishes in writing, causing heartache and perhaps financial difficulties for their family when they… Read More
By Margaret Muldoon | September 19, 2019
When creating your estate plan, it’s important to consider not only today’s circumstances, but also to plan for the uncertainty of tomorrow. This is why everyone should have a special needs clause in their estate documents.
By Christine Palmer Hennigan | February 21, 2019
“Gray divorces” — where the couple is over the age of 50 — can have tremendous financial repercussions, putting retirements and even financial well-being at risk.
By Hunter Gimbel | January 22, 2019
Under the new tax law, the amount that can pass free and clear of federal estate and gift taxes has almost doubled, from $5.49 million to $11.18 million per spouse. It is possible to gift this money during your lifetime, but the time to act on this is now, because in 2026 the exemption will revert to the old amount.
By Carl DeMarco | January 15, 2019
Changing a job presents a tremendous financial change. Here are some of the financial planning opportunities and pitfalls that you may encounter while changing jobs – whether the change is voluntary or not.
By Lance Drucker | January 2, 2019
For many people, their “financial plan” is little more than the asset allocation and performance of their portfolio, which is backwards. If the market is up, people make comments about retiring early. If the market’s down, they complain that they will be working forever. If your financial plan is done right, when you retire should have nothing to do with the performance of the stock market.
By Ande Frazier | December 7, 2018
If philanthropy is one of your goals, these tips can help you shape a giving strategy that you can feel good about.
By Richard Micliz | November 27, 2018
More and more, grandparents are helping pay for their grandchildren’s college education. A recent survey shows that upwards of 50 percent of grandparents are actively saving to fund these education expenses. Here are six steps you should take when it comes to college planning for your grandchildren.