Colin Gerrety, CFP®, CIMA®
As financial planners, we often tout the benefits of passive investing through index funds, but when it comes to small cap stocks, the conversation gets more nuanced. Small cap companies—typically…
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When it comes to charitable giving, donor-advised funds (DAFs) have emerged as one of the most flexible and tax-efficient tools available, especially for high-net-worth individuals and retirees. But if you…
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Imagine you’ve paid thousands of dollars to meet with an attorney and sign a will, but when you pass away, your intentions are not followed—and the wrong people inherit your…
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Imagine a family with a sizable net worth. They’ve worked hard for their money and want to make sure that every cent possible is passed to their children without being…
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Many of our clients are passionate about charitable causes while also maximizing the tax benefits of their giving. If this matches your philosophy, then a Donor-Advised Fund (DAF) is a…
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As retirement approaches, it’s essential to know the rules governing your retirement accounts. One major concern for retirees is understanding Required Minimum Distributions (RMDs) and how they can impact your…
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In late December 2022, Congress passed a massive omnibus spending bill, dubbed “SECURE Act 2.0,” that included several big changes to retirement plans. This legislation comes in the wake of…
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I have a confession to make. Every time I look at my bank statement, I feel cheated. Remember being taught about compound interest and savings as a child? Put some…
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The past year has been a rough time for the American consumer. The specter of inflation, which had not reared its ugly head in the official numbers since the early…
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There are few things more nerve-racking than receiving a letter from the IRS about a prior tax filing. You know the letter, stating you owe more in tax than you…
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