Finance / Financial Life Education / Planning / Wealth Management on December 17, 2019
It’s hard to believe that 2020 is upon us - a new year, a new DECADE, a new beginning. So, to celebrate the ringing in of 2020, here is a list of the 20 things you should add to your financial new year’s resolutions. Define your financial goals for the coming year. Go over your [...]
Read MoreFinance / Planning / Wealth Management on September 24, 2019
Most of our clients are great on their financial “offense” – they are dedicated high-level professionals who earn significant wealth through their income. But, most often, these same people do not have a strong financial “defense”. They can spend their money without even realizing it, on both frivolous expenses and through Autopay events for items [...]
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education / Family / Financial Life Education / Financial Literacy Month / News / Planning / Relationships on March 19, 2019
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 […]
Read MoreNews / Planning / Tax / Tax Strategy on February 19, 2019
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 [...]
Read Moreeducation / Investment Consultation / News / Planning / Tax on January 21, 2019
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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News / Planning / Tax / Tax Strategy on December 27, 2018
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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News / Planning / Retirement / Tax / Tax Code / Tax Strategy on December 26, 2018
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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News / Planning / Tax / Tax Code / Tax Strategy on November 28, 2018
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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education / Elder Care / Financial Life Education / News / Planning on October 30, 2018
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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Elder Care / LifeStyle Changes / Lifestyle Changes / News / Planning / Retirement on July 26, 2018
The key to any relationship is communication – even if the topic may be a difficult one. Establishing a plan for your loved one as they age is essential to ensuring that their needs and wishes are met. Oftentimes, we feel, as children, that this topic is too upsetting for our parents or grandparents to […]
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