Blog

Estate Planning 101: What State and Federal Tax Laws Apply?

Estate planning isn’t something any of us can afford to put off. The future is entirely unpredictable. If something happened to you today, would your family have the resources to take care of themselves? […]

Capital Gains Rate Changes to Expect in 2023 and Beyond

Maybe 2023 is the year you finally sell your home and downsize to a condo at the beach. Maybe you’ll sell some pricy collectibles this year and contribute to a child’s college savings fund. […]

What’s Your Diversification Strategy? (And Why It Matters)

There’s a good reason the proverb “don’t put all your eggs in one basket” is so often used when people talk about portfolio balancing and diversification strategy. Investment issues can be highly complicated, but […]

How Education Savings Accounts Work (When Funds Aren’t Used)

One of the fun things about having young kids in your life is getting to hear about future plans for their lives. One week someone might want to be a veterinarian; the next week, […]

Should You Preserve Your Wealth for Future Generations?

Everyone goes into meetings with their financial advisors with a unique set of circumstances and goals, but there are at least two things that most people have in common. They want to grow their […]

Consider This When Making Your Side Work Your Main Business

One survey found that 40% of Americans have a “side hustle.” Turning that side business into your main business may have some perks, but there is a lot to consider. Georgios Liakakis, CPA, MSA shares what to consider so you can hit the ground running.

Estate Planning Checklists for the Non-traditional Family

Many families today don’t fit the traditional nuclear family mold. In these cases, estate planning is critically important to protect your wishes and the rights of your loved ones. Stephen Sachetta CPA, MST lays out an estate planning checklist for when you discuss with your advisors.