News and Commentary

Government Spending Bill Takes Aim at Common Estate-Planning Strategies By Eric P. Zeitlin

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Posted on October 06, 2021 by Eric Zeitlin

The House Budget Committee voted on September 25 to approve a proposed $3.5 trillion spending and tax bill to support the president’s economic agenda. As expected, the draft legislation includes provisions calling for higher taxes on the wealthy. However, it also includes a series of measures that would essentially nullify the benefits of some estate-planning […]

4 Estate Planning Tips for Blended Families By Kathleen Marteney, CRPC®

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Posted on September 29, 2021 by Kathleen Marteney

When second and third marriages result in the blending of two families, a complicated financial picture may emerge. Couples coming into a second or third marriage bring with them ex-spouses, children from previous relationships and financial responsibilities, assets and liabilities that may carry deep emotional attachments. Addressing these delicate issues from the onset will help […]

Where You Put your Money Matters By Robert Mark Weiss, CFA

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Posted on September 23, 2021 by Robert Weiss

Novice investors often use the terms saving, investing and speculating interchangeably.  However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]

4 Savings Strategies for Recent College Grads By Brendan T. Hayes

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Posted on September 16, 2021 by Brendan Hayes

As college graduates embark on their professional careers, they should consider the following savings strategies to help prepare them for a sound financial future. Like most things in life, the earlier you start planning and preparing, the more likely you will achieve your goals. Employer-Sponsored Savings Plans While retirement may seem like a long way […]

The Importance of Trusts for Families at All Income Levels By Lee F. Hediger

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Posted on August 26, 2021 by Lee Hediger

Trusts, once thought of as vehicles reserved for the wealthy, have been garnering attention from families at all income levels. In fact, trusts are becoming as ubiquitous as wills, providing individuals with the assurances that their wishes for asset distribution and care of loved ones will be followed upon their death and done so rather […]

The Basics of Bitcoin, Etherium and Other Cryptocurrency By Morgan Hill, MSF

Posted on August 18, 2021 by

You cannot scroll through the news or social media today without reading about cryptocurrency, which in early 2021 reached a market capitalization of more than $2 trillion. Despite this trading volume and widespread news coverage, cryptocurrency continues to be a volatile investment and a target of IRS tax compliance. Here’s a crash course in everything […]

Your 401(k) Is Not an Emergency Savings Account By Olga Ismail

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Posted on August 12, 2021 by Olga Ismail

Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself – both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have the potential to grow […]

Relatable Finance Podcast Episode 82 – Planning for Paying For College

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Posted on August 10, 2021 by Shane Phillips

In this episode the relatable finance guys discuss ideas to consider when saving for college expenses.     As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®

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Posted on August 04, 2021 by Sean Deviney

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may have an opportunity to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to yield the benefit of tax-free distributions […]

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