News and Commentary

Estate Planning Continues through Tax Reform Uncertainty By Eric P. Zeitlin

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Posted on January 13, 2022 by Eric Zeitlin

High-net-worth families breathed a collective sigh of relief as 2021 concluded without Congressional approval of the White House’s Build Back Better economic and social services agenda. However, even with the potential demise of the bill and many of its previously proposed tax consequences, wealthy families should not put on hold the estate-planning strategies they already […]

The Benefits of a Personal Property Memorandum By Brendan T. Hayes

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Posted on December 23, 2021 by Brendan Hayes

Engaging in estate planning is the best way to ensure that your assets pass to your intended beneficiaries after your death. The more detailed and specific you are drafting your will, the better the chances your wishes will be followed. However, if you were to draw up your will today, listing all your personal possession […]

IRS Sets Retirement Plan Contribution, Eligibility Limits for 2022 By Sean Deviney, CFP®*

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Posted on December 15, 2021 by Sean Deviney

The IRS recently released its 2022 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to 401(k), 403(b), most 457 plans and SIMPLE IRAs as well as high income limits for individuals to qualify for deductible contributions to traditional IRAs. Employer-Sponsored Retirement Plans The maximum amount individuals may contribute in 2022 […]

Age is More than A Number When Planning for Retirement By Sean Deviney, CFP®*

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Posted on December 08, 2021 by Sean Deviney

After years of diligent saving, you probably built a significant nest egg to afford a comfortable retirement, but that doesn’t mean you’re ready to put your feet up and coast through your golden years. Preparing for retirement requires having a plan in place to address your spending habits, rising health care costs, changing tax laws […]

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

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Posted on December 02, 2021 by Todd Moll

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

Potential Tax Efficiency through Private Placement Life Insurance By Eric P. Zeitlin

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Posted on November 17, 2021 by Eric Zeitlin

As Congressional lawmakers continue to debate the details of the administration’s proposed Build Back Better social spending and climate policy bill, higher taxes remain a possibility for those with significant wealth. One strategy high-net-worth investors and family offices are increasingly relying on to prepare for a shift in tax policy is private placement life insurance […]

Relatable Finance Podcast Episode 89 – Is Evergrande the Next Lehman?

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Posted on November 09, 2021 by Joseph Karl

In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]

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