Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts Published Oct 4, 2019, 09:36am By Martin Shenkman Forbes Article   One of the most common estate planning tools right now is the use of non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning technique and then why the way many…

Photo from Getty images Money Management Myths Exposed Published October 7, 2019  By Cybele Weisser, AARP AARP Article   Owning a car is always better than leasing. A lot of people are stretching out the terms of their car loans to 72 months—that’s six years—in order to afford the payments. But if you do that, you have…

Photo from Getty images Tax-Free Investment Strategies Published September 23, 2019 By BRIAN EVANS, CPA, PFS Kiplinger Article   “There’s one for you, 19 for me, cuz I’m the tax man” was from the first tax protest song as performed by the Beatles. You see, Britain imposed the 95% tax bracket on the Fab Four, leaving…

Tell Clients About Sequence of Returns Risk PUBLISHED August 01, 2019 at 08:23 PM By Elle Switzer ThinkAdvisor Article   One defining characteristic of the current long bull run is historically low market volatility. From 1990 to 2011, the Standard & Poor’s 500 posted an average annual gain of 7.6%, while the average daily close of…

Setting Up Our Kids For A Successful Retirement PUBLISHED July 9, 2019, 08:16am By Eric Brotman Fores Article When you have a baby, it’s hard to imagine that baby retiring from a 40-year career. But it’ll happen. If you’ve already figured out your retirement plan and have all of your financial ducks in a row, there…