News and Insights

October 28, 2024

Financial Tips for New Parents: How to Balance Baby Costs with Long-Term Wealth

As a financial planner working in the heart of New York City, I've guided countless clients through significant life transitions. But nothing quite compares to the seismic shift of becoming a parent. Trust me, I know firsthand.

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October 14, 2024

Fresh Look, Better Experience: Our New Website and What It Means for You

I’m thrilled to announce the launch of our brand-new website! As I reflected on the journey of bringing this site to life, it struck me that redesigning a website isn’t all that different from revamping a financial plan. They may seem unrelated but bear with me for a moment and I’ll explain.

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June 18, 2024

NYC Millennials, Here’s What You Need in a Financial Advisor

In today's digital age, information is literally at our fingertips. From buying a home to managing investments, countless resources are available online. So, why should you hire a financial advisor when you can look up any needed information? You’re smart and successful, and you certainly have the tools to do it yourself. The truth is, the best financial advisors in NYC add value because they know the New York City lifestyle....

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May 16, 2024

What you need to know about the Inheritance Tax in New Jersey

At some point in our lives, we all face the moment of bidding farewell to a family member or friend. If you had a close relationship with the deceased, you might find that they have bequeathed something to you in their last will and testament. However, before you can officially take possession of the assets, there is one more concern to address: the inheritance tax on your newly acquired assets.

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May 7, 2024

Looking Ahead to 2026 and Beyond: High-Net-Worth and Ultra-High-Net-Worth Estate Planning

On January 1, 2026, current estate tax exemptions are scheduled to expire and return to 2017 levels — about half the levels they’re currently at. For high-net-worth and ultra-high-net-worth estates, this means estate planning is that much more critical, as there are essentially only two ways to lock in the higher exemptions: dying or making a permanent gift of assets before January 1, 2026.

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April 23, 2024

A Young Family’s Close Call: Navigating Group Insurance Through Work vs An Individual Term Policy

At 32, Sarah and Michael had achieved their dream: successful careers, a charming new home, a healthy toddler, and a bright future ahead. Yet, an unforeseen event was about to change their lives when...

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January 15, 2024

2024: Market Maneuvers for Cautious Optimists

As we start 2024, the market's trajectory remains hazy, with both positive and negative factors in play. Let's dissect the potential upsides and downsides before charting a course for the year...

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November 5, 2023

Charitable Giving Through a Donor-Advised Fund (DAF)

In today's world, philanthropy and charitable giving have become increasingly important to many individuals and families. Whether you want to support a specific cause, make a positive impact on your community, or leave a lasting legacy, there are various ways to give back. One powerful tool that's gaining popularity is the Donor-Advised Fund (DAF). In this blog, we'll explore what a Donor-Advised...

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April 23, 2024

A Young Family’s Close Call: Navigating Group Insurance Through Work vs An Individual Term Policy

At 32, Sarah and Michael had achieved their dream: successful careers, a charming new home, a healthy toddler, and a bright future ahead. Yet, an unforeseen event was about to change their lives when...

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January 15, 2024

2024: Market Maneuvers for Cautious Optimists

As we start 2024, the market's trajectory remains hazy, with both positive and negative factors in play. Let's dissect the potential upsides and downsides before charting a course for the year...

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October 8, 2023

Ask an Advisor: What Should I Do With the I Bonds I Purchased in 2021?

As inflation started to surge in 2021 and 2022, investors started to put money into I bonds for a sense of safety from the volatile markets and to earn a higher yield than treasuries. While inflation soared, the fed funds rate remained largely flat. It made sense to keep money in I Bonds as you were getting a much higher risk-free return. Now that inflation and the fed rates have inverted, investors can generate better...

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August 15, 2023

What’s Inside; SPY

What’s inside; This series is meant to help investors understand what they own by taking a look at the underlying assets of an ETF or mutual fund. We start the series with the world’s largest ETF by assets under management, SPY...

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June 6, 2023

The Power of the Health Savings Account and “Shoebox” Strategy

In today’s rapidly changing healthcare landscape, it has become increasingly important for individuals to take charge of their medical expenses. One valuable tool is the Health Savings Account (HSA). With its numerous benefits and potential for long-term savings, an HSA can provide an opportunity to grow your total healthcare dollars well into your retirement, saving on taxes now and well into the future.

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April 5, 2023

Ask an Advisor: The Surprise Tax Bill Coming From Your Mutual Fund

Last year, I met with new clients to assess their financial concerns. They had begun analyzing their taxes and were confused as to why they owed so much because their previous predictions about how much money they would owe in taxes were spot on. After doing some research together, we discovered that they had large mutual fund distributions in one of their brokerage accounts held with another...

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April 23, 2024

Earn More Interest Than Your Bank is Giving You

The stock market has experienced a significant amount of volatility over the past year, leaving investors and clients uncertain about their investment decisions. Several factors including concerns over inflation, rising interest rates, and policy decisions by central banks have contributed to the market's volatility...

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May 16, 2024

What you need to know about the Inheritance Tax in New Jersey

At some point in our lives, we all face the moment of bidding farewell to a family member or friend. If you had a close relationship with the deceased, you might find that they have bequeathed something to you in their last will and testament. However, before you can officially take possession of the assets, there is one more concern to address: the inheritance tax on your newly acquired assets.

Read More
May 7, 2024

Looking Ahead to 2026 and Beyond: High-Net-Worth and Ultra-High-Net-Worth Estate Planning

On January 1, 2026, current estate tax exemptions are scheduled to expire and return to 2017 levels — about half the levels they’re currently at. For high-net-worth and ultra-high-net-worth estates, this means estate planning is that much more critical, as there are essentially only two ways to lock in the higher exemptions: dying or making a permanent gift of assets before January 1, 2026.

Read More
November 5, 2023

Charitable Giving Through a Donor-Advised Fund (DAF)

In today's world, philanthropy and charitable giving have become increasingly important to many individuals and families. Whether you want to support a specific cause, make a positive impact on your community, or leave a lasting legacy, there are various ways to give back. One powerful tool that's gaining popularity is the Donor-Advised Fund (DAF). In this blog, we'll explore what a Donor-Advised...

Read More
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