04.22.2024
Personal Finance Calendar
January – Get ready for a brand new year. February – This month, don’t forget your financial check-up. March – Spring into spring. April – …
Blog
04.19.2024
How Insurance Deductibles Work
An insurance deductible is the amount you, the insured, pay before any claim is paid by your insurance carrier. Depending upon the type of insurance, …
04.17.2024
Enhancing Estate Planning through Heir Involvement
Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue and aligns with long-term goals and values. By involving heirs …
04.16.2024
Social Security, Medicare, and HSAs
If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you …
04.12.2024
An Overview of Asset Transfer Strategies
You may need to transfer assets for all sorts of reasons. A working knowledge of various transfer techniques can help you determine when it’s appropriate …
04.10.2024
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide
When navigating the complex world of estate planning, financial planning, and tax planning, understanding the tools available to you can significantly impact your philanthropic goals …
04.08.2024
Child ID Theft: 8 Steps to Keep Your Kid Safe
You are not the only one who needs to be on guard about their personal data safety. Minor children are 35 times more likely than …
04.05.2024
Not all about the Benjamins? Emotional Side of Retirement
Retirement planning is not just about the numbers; it’s a holistic journey that requires careful consideration of financial, emotional, and social aspects. The article from WealthManagement.com illuminates the common pitfalls many face by focusing solely on the financial readiness for retirement, …
04.03.2024
Securing Your Family Business Legacy: Expert Succession and Tax Planning Tips
Family businesses are a cornerstone of the global economy, yet many face a critical challenge: the absence of heirs to carry on the legacy. These …
03.29.2024
Volunteering in Retirement
This generation got no destination to hold…We are volunteers of America”“Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane lyrics …
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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>
