Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
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Mission Impossible2: Managing Market Volatility in Unpredictable Times
My father was always thinking – so he never tired of telling me, implying I should get on the ball. If we went to the Boston Garden...
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Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...
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Explaining HSA Retirement Benefits to Clients – a 5-Step Program
Here’s a head-swimmer for clients, which may lead their advisors to the edge of vertigo, too: the average US senior can look...
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The Shifting Sands of the Advisory Business
By now, everyone should be clutching the memo: the financial advisory and wealth management business is changing. There’s no...
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No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis
The coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...
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Tax Planning 101: The International Version
Increasingly, marriages and families span international borders, rife with diverse mixes of citizenships and national origins. For...
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Advisory Expertise: When Troubled Clients Need Help
Financial advisors – the best ones, anyway – get to know their clients intimately. Professional relationships can last for decades...
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Navigating Retirement Spending Via Income Planning
A formal retirement income plan is necessary to help clients reach their retirement goals. Determining the allocation of assets...
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The Tax Day Approaches: 12 Deductions to Make Your Heart Glad
The New Year dawns, providing us all a fresh start. The year’s early days are carefree and full of hope. But then – sunrise, sunset...
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Opportunity Zone Funds: Not Great Estate Planning Vehicles
The Tax Cuts and Jobs Act of 2017 introduced significant changes to the Internal Revenue Code, in the process creating several new...
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The SECURE Act’s Planning Impact: OPPORTUNITIES
The SECURE Act, signed on December 20, 2019 and the law of the land since January 1, has brought sweeping changes to the rules of...
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Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
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The Stretch IRA Is Dead. Long Live The Ten-Year Rule.
The Setting Every Community Up For Retirement Enhancement (SECURE) Act, passed by Congress in December 2019, changed long-standing...
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A Few Good Ways to Derail Your Estate Plan
We’ll fight the online content trend of opening with boilerplate and making you hunt for the gist, so here it is: if you’re not...
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Isn’t It Unromantic: Planning for Divorce and Spousal Death
The happiest news often leads to lamentation. Your portfolio appreciates; the taxman cometh. A child is born; he grows to be a...
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