INSIGHTS
Mark Weiskind Quoted in Cleveland Jewish News
While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The [...]
This Fall, Pick Pumpkins, Not Stocks
By: Matt Garrott It’s officially Pumpkin Spice Season and it recently came to my attention that pumpkin spice is actually a mix of nutmeg, cinnamon, ginger, cloves, and allspice. This mélange doesn’t smell like the inside of a pumpkin at all, thankfully. Is there a lesson [...]
Five Steps for a Young Professional to Establish their Financial Plan
By: Alex Canitano Today is the big day. You wake up, head to the closet, and throw on your cap and gown. It’s the day you graduate college. The dean instructs you and your classmates to turn the tassel from right to left, and you toss [...]
Brian Tullio Quoted in GOBankingRates
To leave a financial legacy, a robust estate plan is critical. Without a thoughtful strategy in place, you risk losing accumulated wealth to taxes, probate, or family conflict. In a recent GOBankingRates article shared by Yahoo Finance, Wealth Manager Brian Tullio shared his thoughts on commonly overlooked estate [...]
Brian Tullio Quoted in GOBankingRates
Tax law changes outlined in the recently signed Big Beautiful Bill may impact how taxpayers approach tax planning moving forward. Wealth Manager Brian Tullio was featured in a GOBankingRates article outlining whether taxpayers should accelerate income or deductions before 2026. “Proper tax planning requires a thorough understanding of [...]
Dina Leader-Powers Quoted in GOBankingRates
With tax credits set to shift under the Big Beautiful Bill, taxpayers may see both gains and losses depending on their situation. Wealth Manager Dina Powers was featured in a GOBankingRates article, also shared by Yahoo Finance, discussing the implications of the Big Beautiful Bill. “The nonrefundable Child [...]