09.20.2023
Addressing Key Concerns About Retirement Planning
Retirement may seem like a distant reality for some, but it’s a topic that demands immediate attention. Regardless of your age, planning for retirement is …
Blog
09.18.2023
Top Questions You Should Ask When Interviewing a Financial Advisor
When it comes to your financial well-being, partnering with the right financial advisor is crucial. However, how do you know you’re making the best choice? …
09.15.2023
Can You Roll Over a 457 Plan into an IRA? Here’s What You Need to Know
When it comes to retirement planning, you have several options to help grow your savings over time. One of these options is a 457 plan, …
09.13.2023
Planning for a Future Inheritance: A 6-Step Guide for Teens and Families
The subject of inheritance can be emotionally charged and sometimes difficult to discuss. However, being well-prepared can make the process more straightforward and less stressful. …
09.11.2023
Understanding the Term Premium: A Guide to Investing in Bonds
When it comes to investing, bonds are often seen as a safer alternative to the stock market. However, even within the world of bonds, there …
09.08.2023
Understanding the Importance of Fee-Only and Fiduciary Financial Advisors
When you’re looking to manage your money or investments, the kind of financial advisor you choose can make a big difference. Specifically, understanding the terms …
09.07.2023
6 Essential Money Tips for Unmarried Couples
When it comes to managing finances, unmarried couples face unique challenges. Unlike their married counterparts, they don’t have the legal framework to fall back on, …
09.01.2023
Understanding the Tax Implications of Social Security Income
It’s common knowledge that Social Security serves as a vital financial safety net for many individuals, particularly those who are retired or nearing retirement age. …
08.30.2023
Understanding the Charitable Deduction for IRA Distributions Through a Trust
Financial planning can be a complex puzzle, especially when it involves giving to charity while also trying to reduce your taxes. Good news: There’s a …
08.29.2023
How Marijuana Use Affects Life Insurance Policies: A Comprehensive Guide
The topic of marijuana use and its impact on life insurance policies has been increasingly debated in recent years. As marijuana becomes more accepted for …
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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>
