Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor As hard as we may try to keep track of every penny, many of us are losing cash without even realizing it. Whether it is in the form of drive-through coffee, online shopping, or the temptation to sell stocks after a market crash t …
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor When a couple decides to divorce, the intense emotions and sudden changes can make it feel nearly impossible to think clearly about money and finances. For this reason, I always stress the importance of assembling your team of pr …
By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor Something you may not know about me is that I am a big history buff. I am fascinated by the sprawling historic castles that were occupied by reigning kings, queens, dukes and duchesses. What is interesting to me is that many of t …
