News and Commentary

Are More Changes Ahead for Retirement Savings? By Brendan T. Hayes

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Posted on August 03, 2022 by Brendan Hayes

Since Congress first passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019, it has been working on a secondary package of regulations to further expand taxpayers’ access to workplace retirement plans and improve their financial security during their golden years. The proposed regulations, commonly referred to as Secure Act 2.0, […]

Claiming Social Security After the Loss of a Spouse By Kathleen Marteney, CRPC

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Posted on May 03, 2022 by Kathleen Marteney

According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types of benefits and claiming strategies […]

Avoiding Tax Traps in Your Financial Plan By Robert Mark Weiss, CFA

Posted on April 28, 2022 by

Your income can come from various sources, including employment wages, business income, investment returns and even lottery winnings. As you receive money, it is important to recognize what you are required to report to the IRS and the amounts subject to federal taxes (and sometimes state and local taxes as well.) Understanding these concepts can […]

Understanding Your Choices When Selecting a Trustee By Eric P. Zeitlin

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Posted on April 20, 2022 by Eric Zeitlin

People spend a significant amount of time building their wealth and carefully creating trusts and mapping out an estate plan to protect and preserve their assets for future generations. Yet, when it comes time to naming a trustee to carry out their wishes under the terms of a trust, many people stumble. Making the right […]

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