While tax implications might not be front of mind following the loss of a loved one, it’s important that advisors take into account these financial changes. Our president, Mark Weiskind, CFP, CPA/PFS (inactive), shared insights into how clients may be financially impacted by their spouse’s death in Financial Advisor Magazine. Click here for the full [...]
When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals by holding tax-preferred investments outside of qualified [...]
By: Matt Garrott February may be the shortest month of the year, but that doesn’t mean it was boring. The S&P 500 was up 5.3%, breaking through the 5,000 mark and new all-time highs. As you can see below, it took the S&P 500 nearly 50 years to make its first 1,000 points, [...]
