News and Commentary

Health Savings Account Contribution Limits Increase in 2025 By Lee F. Hediger

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Posted on September 17, 2024 by Lee Hediger

The IRS recently announced the 2025 contribution limits individuals with high-deductible health plans (HDHPs) may contribute to their workplace health savings accounts (HSAs) to help pay for rising healthcare expenses. HSAs are triple-tax-advantaged accounts that eligible workers may fund with pre-tax dollars and withdraw tax-free when used to cover a broad range of qualifying healthcare […]

Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations

Posted on September 10, 2024

In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during […]

Relatable Finance Podcast Episode 153: Similarities Amongst the High-Net-Worth

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Posted on August 27, 2024 by

In this Relatable Finance episode, the South Florida finance guys mention common traits they observe among high-net-worth clients. They also converse about spending habits, work ethic, and the varied paths to financial success. Tune in to gain insights into how these characteristics can influence financial outcomes and discover practical tips to enhance your own financial […]

No May Be a Good Time for a Roth Conversion of your Retirement Savings? By Lee F. Hediger

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Posted on August 15, 2024 by Lee Hediger

Individual retirement accounts (IRAs) and 401(k)s serve an important purpose in estate planning, helping individuals begin saving during their prime earning years to provide a financially secure retirement in the future. Contributions to these plans today reduce your taxable income in the year of contribution and grow tax-deferred until you take distributions in retirement. However, […]

3 Questions Business Owners Should Address Before Exiting Their Companies By Eric Zeitlin

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Posted on August 08, 2024 by Eric Zeitlin

Astute business owners understand the importance of planning their exits in the early start-up stages of their companies before they become mired in the day-to-day operations and constant pursuit of growth and profitability. When built into a long-term business strategy, a well-thought-out succession plan can provide a valuable timeline for maximizing business value and preparing […]

Retirement Planning Demands Time and Effort By Olga Ismail

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Posted on August 06, 2024 by Olga Ismail

Memorable vacations do not happen by chance. They require a certain level of effort and planning to ensure that you stay within your budget and maximize your actual time away for fun, sightseeing and relaxation. The more you plan, the more likely your getaway will meet your expectations. With this in mind, it is surprising […]

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin

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Posted on July 31, 2024 by Eric Zeitlin

Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, independent brokers/dealers and registered investment advisories associated with independent wealth management firms have access to a wide array of customizable strategies and […]

Relatable Finance Podcast Episode 151: The Most Well-Known Unknown Company

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Posted on July 30, 2024 by

Don’t miss this episode as the South Florida relatable finance guys discuss how Nvidia became a tech giant and a leader in AI innovation. They explore the meteoric rise of Nvidia, a company that seemingly emerged out of nowhere to become one of the world’s largest publicly traded companies. Learn about its journey, technological advancements, […]

IRS Again Delays RMDs for Inherited IRA By Robert Mark Weiss, CFA

Posted on July 26, 2024 by

In April 2024 the IRS again granted taxpayers another year of relief from compliance with recently enacted laws concerning required minimum distributions (RMDs) from tax-deferred retirement accounts, including individual retirement accounts (IRAs) and 401(k)s. The SECURE Act, signed into law in 2019 and amended in 2022 under SECURE Act 2.0, introduced a requirement that certain […]

Relatable Finance Podcast Episode 150: Progression Towards Company Exits

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Posted on July 15, 2024 by

Welcome to today’s episode, where the South Florida relatable finance guys discuss the fascinating world of company growth and monetization. It’s rare for a company to grow entirely on its own to become a large, publicly traded entity. More often, founders look to monetize their investment at some point, and private equity (PE) plays a […]

Do Foreign Persons Have U.S. Estate Tax Responsibilities? By Melvin Perez, CFP®

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Posted on July 09, 2024 by Melvin Perez

It is no secret that the U.S. tax code is complicated. For foreign persons, compliance with U.S. tax laws is particularly onerous, especially when considering that different rules apply for income and estate tax purposes, and neither depends on an individual’s immigration status. For income tax purposes, the U.S. presumes foreign persons to be nonresident […]

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