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Financial Planning

Five Financial Planning Must-Dos in Your Fifties

21 December 2022

By: Jack Rabuck Your fifties are a big decade for financial planning. You are likely at the height of your earning power. If you have kids, they might be leaving the nest. You are probably serious...

2025: The Sun Sets Over Estate Plans

15 December 2022

By: Jack Rabuck. All runs must come to an end. On December 31, 2025, there is an important sunset:the temporary increase to the gift & estate tax exemptions, put into place by the 2017 Tax Cut...

Navigating The Challenging Housing Market

26 April 2022

By: Steven Weintraub In the 2006 movie Failure to Launch, Sarah Jessica Parker and Matthew McConaughey spoofed Millennials’ (ages 25-40) propensity for extending their stay in their parents’...

Saving Tens of Thousands of Dollars with 529 Plans

08 March 2022

By: Jack Rabuck We’ve written about 529 plans before. And we aren’t alone in seeing their value. There are now almost 15 million 529 accounts with assets totaling over 425 billion dollar...

Estate Planning – The Importance of the Uncomfortable Conversation Part 1

20 October 2021

By: Jeremy Runnels “Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes,” private correspondence ...

The College Payment Puzzle

01 September 2021

By: Nick Fedrow At some point in time, almost every parent has likely heard the phrase “It takes a village to raise a child.” While this may certainly be true of nurturing our youth, skyrocketing ...

What is a Roth Conversion and How Will it Benefit Me?

28 July 2021

By Katia Stern What is a Roth IRA? A Roth IRA is a type of retirement account that allows you to contribute “after-tax” dollars that then grow tax-free and remain untaxed when you withdraw the as...

What Does Retirement Look Like Across States?

27 July 2021

By Katia Stern We are frequently asked what the implications are for moving from one state to another during retirement. While there are many important qualitative factors to consider when plannin...

27 April 2021

By: Steven Weintraub It has been 334 years since Sir Isaac Newton published his masterwork1 addressing the concepts of energy and force. His theories would lay the foundation for the study of Phys...

Life Insurance: Outsourcing of Risk

25 March 2021

By: Steven Weintraub If there was ever a poster child for self-insuring, it would be Warren Buffett. He is worth roughly $82 billion, has no dependent relatives, has total liquidity in his largest...

Leaving an IRA to a Charitable Remainder Unitrust

01 February 2021

By: Jack Rabuck Have our cake and eat it Most of us want to leave as much as possible to our heirs, and for many of us, that includes charity. What if I told you that thanks to quirks in the tax ...

25 September 2020

By: Steven Weintraub Elections have been part of the U.S. landscape for 232 years. However, Shakespeare wrote the WCF playbook on investment strategies 200 years earlier when he penned Much Ado Ab...

Charitable Gifting Strategies

30 July 2020

By Justin Vlaanderen Are you charitably inclined and looking for tax-efficient ways to maximize your charitable impact? Below, we focus on two strategies: Highly Appreciated Securities (referr...