08.28.2024
How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This …
Blog
08.26.2024
Assess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too …
08.23.2024
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not …
08.19.2024
A Living Trust Primer
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is …
08.16.2024
Summertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here …
08.14.2024
How to Manage Market Volatility
The trader’s adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices …
08.12.2024
August is Make A Will Month
August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin’s loved …
08.09.2024
Rainy Day Money
When we meet with people, one of the first topics we discuss is “emergency fund” money. We ask a few questions, such as, “Do you …
08.07.2024
Supreme Court Gives Guidance for Business Tax & Succession Planning
The recent Supreme Court decision in Connelly v. IRS has provided valuable guidance for business owners on the critical aspects of succession planning. This landmark …
08.05.2024
Investment Strategies: Bespoke Approach or Rely on Index Funds?
In the ever-evolving world of investment, the debate between passive and active strategies continues to spark interest among investors. While index funds have long been …
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Recent Posts
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
