Downsizing Your Home

I recently downsized from a larger home in a New Jersey suburb to smaller quarters closer to Manhattan. Anecdotally, I noticed many times in my former neighborhood that on the same day families would post “Congrats to the Graduate!” yard signs, “For Sale” signs would often appear right next to them.

2021-07-07T14:33:16+00:00Good to Know, Life Transitions|

LGBTQ Financial Planning: Looks Simple from Afar

As a LGBTQ financial advisor, my clients tell me they often hear some baffling questions. Maybe someday I won’t be surprised by the lack of awareness regarding the complexity around life as someone who identifies as lesbian, gay, bisexual, transgender, queer or questioning. But today, I continue to be astonished. This is why I focus my time on LGBTQ financial planning.

2021-06-25T15:32:42+00:00Good to Know, LGBTQ+|

Proposed Tax Plan: Preliminary Perspectives

The Biden administration and the U.S. Treasury have recently announced several tax proposals, with policy debate now underway in both houses of Congress. Clarifications and details will emerge over the coming months as some proposals are amended or eliminated and new provisions considered. Any final legislation will likely differ from its current form. We are sharing our preliminary perspectives in this communication.

2021-06-03T21:42:28+00:00Good to Know|

Collecting Collectibles? Consider this.

When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage. While these items may have sentimental value, they may also have monetary value.

2021-05-28T15:46:29+00:00Good to Know|

To Roth or Not to Roth

A Roth conversion is simply the process of taking a pre-tax IRA (that grows tax-deferred until withdrawn) and converting it into a Roth IRA, paying the taxes now, and allowing it to grow tax-free until withdrawn.  Roth conversions are generally good for people that pay at lower tax rates today than they anticipate paying in the future.

2021-05-26T23:16:52+00:00Good to Know|

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who identify as lesbian, gay, bisexual, transgender, or queer (LGBTQ). Call us to see how we can help you migrate your states laws as it relates to your personal planning

2021-10-21T01:36:33+00:00Good to Know, LGBTQ+|
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