By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest rate increases in hopes of taming inflation [...]
By: Brian Tullio A great deal of time and consideration is often spent creating an estate plan to protect and provide for your family and loved ones. All too often a single, costly mistake can derail that plan. Below are five such pitfalls and ways to avoid them – do not let these [...]
By: Brian Tullio The American Rescue Plan Act of 2021 was signed into law by President Biden on March 11, 2021. The sweeping $1.9 trillion coronavirus relief package authorizes a multitude of new and expanded economic aid programs to offer assistance to individuals, families, and businesses struggling amidst the pandemic. The following is [...]
By: Brian Tullio In early 2018, the Securities and Exchange Commission (“SEC”) issued a set of proposals, known as Regulation Best Interest (“Regulation BI”), in an effort to lift the standard of conduct applicable to broker-dealers. Despite thousands of public comment letters, rule revisions, and a lawsuit against its implementation (which is still [...]
By: Brian Tullio My name is Brian Tullio and I am excited to introduce myself as the newest member of Fairway Wealth Management. I am a licensed attorney, and I hold a Master of Laws in Taxation as well as a CERTIFIED FINANCIAL PLANNER ™ Certification. After practicing law at a boutique tax [...]
