08.25.2023
Can Artificial Intelligence Beat the Stock Market?
Today, we’re diving into a really exciting topic: Can Artificial Intelligence (AI) outperform humans in picking the best stocks and making money in the stock …
Blog
08.23.2023
Breaking Down NUA Tax Treatment: The Simplified Guide
If you’ve ever tried to understand how taxes work for stock within a company retirement plan, you might have come across the term ‘NUA’ and …
08.21.2023
Financial Tips for Unmarried Couples: What You Need to Know
Hey there! If you’re in a relationship but not married, you might be wondering about how to handle money matters. It can be a little …
08.18.2023
A Deeper Look at Active Investment Management
When we talk about investing, you might have heard of “actively managed funds”. These are funds where professionals try to pick the best stocks or …
08.16.2023
How the Pandemic Changed 401(k) Plans: A Simple Overview
Hey everyone! You’ve probably heard of 401(k) plans, right? They’re like savings accounts for when you retire. Due to the recent pandemic, these plans went …
08.14.2023
Should I still use International Diversification?
International diversification in equity investing can be a powerful risk management strategy. In this blog post, we will explore the article “International Diversification in Equities: …
08.11.2023
Interest Rates Have Gone Up, What’s Next?
Over the past year and a few months, there has been a significant increase in interest rates. This change has led to a lot of …
08.09.2023
Fixed-Income Investments: The Good and the Bad
When it comes to saving money and investing, you have many options. One popular choice is fixed-income investments, like bonds or certificates of deposit. They …
08.08.2023
Exploring High-Yield Dividend Paying Stocks: An Analysis
High-yield dividend paying stocks have long been a topic of interest for investors seeking income-generation within their portfolio. In this blog post, we will delve …
08.04.2023
What to Do If Inflation Keeps Rising: A Guide for You
Hey there, If you’re keeping an eye on the economy, you’ve probably heard a lot about inflation lately. It’s a topic that makes many people …
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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>
