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Bunching Deductions and DAFs

The year 2018 was the first year with the Tax Cuts and Jobs Act tax rules in action. The results […]

On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act,” was passed […]

During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of […]

One of the most significant concerns expressed by many of our clients is the unknown cost of healthcare during retirement. […]

We’ve had a remarkable recovery since the Great Recession of 2008 and 2009. The markets have been on a bull […]

To obtain Social Security credits, the Social Security Administration reviews at the amount of money you earn from work on […]

The Amazon Effect is a term created to describe the ongoing evolution and disruption of retail markets, due to an […]

We all know Facebook has changed the way we communicate and share our thoughts but has it invented a new […]

The evolution of cybercrime in recent years has less to do with hacker’s technical tools and everything to do with […]

Is a Morningstar’s top-ranked five-star mutual fund a good fund to buy? Most people are familiar with Morningstar and their […]

The beginning of a new year is typically marked with intentions to “do better” in some form or another. Whether […]

Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at […]

Looking for a nice Christmas gift for that special someone? How about making them a trillionaire?

An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in […]

The Myth of American Decline » Article by MITCH LEVIN, MD, CWPP, CAPP | Featured in the September 2017 edition of The Rational […]