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The Basics of Estate Planning, Part 2
May 19, 2016 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, discusses the advantages of creating a revocable trust and explains the purpose of a living will, health care proxy, and a power of attorney.
Audience
IndividualsBalancing Risk and Taxes
May 13, 2016 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes investors should be aware of and which investments may be subject to these taxes.
Audience
Individuals
Friday Deadline to Claim Under Social Security’s File & Suspend Strategy
April 25, 2016 | Planning for Retirement
For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …
Audience
Individuals
Retirement Planning: Protecting your Investments against Volatility and Economic Concerns
March 22, 2016 | Planning for Retirement
For most retirees, investing can be described as a balancing act; dampen market volatility to fund ongoing expenses, but also generate enough growth to fund those expenses for a long period of time and experience volatility along the way. While putting a large portion of a portfolio in savings …
Audience
IndividualsChanging Your State Residency: Tips for NYS Residents
December 14, 2015 | Tax Planning
New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …
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IndividualsSocial Security Developments: What You Need to Know
December 01, 2015 | Planning for Retirement
The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …
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IndividualsTax-Loss Selling Considerations for Investors at Year-End
November 13, 2015 | Tax Planning
As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …
The Basics of Estate Planning, Part 1
September 15, 2015 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, defines estate planning and explains what you need to do in order to create an estate plan.
Audience
IndividualsOur Approach to Tax Management
September 01, 2015 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, addresses how we manage money to reach investment goals while also remaining conscious of tax implications.
Audience
Individuals