How are your investments prepared?

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Believe it or not, investment strategists are a lot like chefs – they can all use the same recipe but yield VERY different results. Most investment strategies these days are generated by some sort of risk analysis software. Tell us your risk tolerance and we’ll give you a portfolio.  But, sometimes, a "one size fits [...]

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Talking to your kids about personal finance – at any age

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Only 17 states require schools to offer some form of personal finance education. The educational system can teach advanced topics like trigonometry and physics, but the majority doesn’t teach real-world concepts like balancing a checkbook or creating and keeping a budget. …And the fact that money is often a taboo subject at home only compounds […]

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Is Your Tax Team Ready When You “Step Up to the Plate”?

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To some, baseball is a boring, slow paced sport.  To the inexperienced eye, it appears that the players do nothing but stand around and wait for the ball to come to them. But, in reality, baseball is a game of strategic adjustment and observation.   When a batter steps up to the plate, the team on [...]

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A Quick Video from our Founder on “What Sets Us Apart”

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So, what sets us apart from other financial firms that promise Wealth Management? Our founder, Jerry Addeo, explains that we define Wealth Management differently.  We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax […]

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The Stock Market: Ebb and Flow

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It is often difficult to tell which waves will have a bigger impact. From the shallows, some waves appear massive in the distance, but do not pack much of a punch.  Conversely, there are small ripples that, when they reach you, become a sizeable force. The Stock Market is the same. It constantly ebbs and […]

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Make a Tax Planning Resolution

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Everyone makes some resolutions for the New Year.  Along with your resolutions, consider adding one more – ACCURATE RECORD KEEPING.  Thorough and accurate tax planning can be accomplished with timely and accurate record keeping.  This is always an excellent strategy to help lessen your tax burdens and assist your tax team before the April tax […]

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A Tax Strategy to Consider: RMD & QCD

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In school we were told to know our ABC’s, but if you are over the age of 70 ½ and have an IRA or 401(k), you should really know your RMD’s. Required minimum distribution (RMD’s) is the amount that a person is required to withdraw from their tax-deferred retirement accounts every year.  These mandatory distributions […]

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Make Your End of The Year List & Check It Twice

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When it comes to December, we can all learn a lesson regarding our finances from, none other than Santa himself!!  Just like Santa, we all need to “make a list and check it twice” regarding all the outstanding items that HAVE to be done by the end of the year. Remember, even though taxes are […]

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Thanksgiving: A Time for Family Planning

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November is the time of year where we think about all that we are thankful for; a time to gather with friends and family to share a meal and some precious time together.  It is one of the few times when all familial generations are together.  While you are gathered around the table with your […]

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Tax Planning – Preparation and Accuracy goes a LONG way

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The current changes to the tax code this year has everyone in a tail spin. It is the largest overall of the tax system in 30 years.  Sensational headlines and impulsive reactions only compound the confusion.  But even in these times of adjustments, thorough and accurate tax planning is always an excellent strategy to help […]

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