In the almost three decades since 401(k) defined contribution plans were established, they have become the primary retirement funding tool for individuals. The initial purpose of the savings vehicle...
Don’t miss Michael Nathanson featured on Abhi Golhar’s nationally syndicated radio show talking to entrepreneurs and executives about how to maximize their financial success based on The Colony Group’s...
Women are gaining ground in the highest echelons of self-made wealth. In fact, 2017 was a record-breaking year for female self-made billionaires, with 56 women making the Forbes World...
As appeared in Salon.com Life has a way of ramping up stress — both good and bad — at times. In 2018, my wife and I were blessed by...
Donor Advised Funds (DAF) can be a convenient, cost- and tax-effective vehicle to support your favorite...
Identity theft affects nearly 60 million Americans, according to a 2018 Harris Poll with credit card fraud accounting for 33% of all identity fraud complaints. One way to protect...
Early in the New Year, we wanted to suggest that as you set your New Year’s resolutions, you consider making at least one related to managing your money. A...
As Appeared in Advisor Perspectives. As financial planning evolves from a practice into a science, there is growing recognition that its main subject matter – people – is a...
One of today’s hottest tax topics is the relatively new concept of “qualified opportunity zones,” created by the Tax Cuts and Jobs Act (TCJA) at the end of 2017....
Having worked with executives and entrepreneurs for decades, we still find that many come to us with similar problems to solve. While these individuals may be highly successful in...
Thirty years ago, the term financial advice commonly referred to a limited subset of services, with an emphasis on investment management. Over the interim years, more advisors expanded to...
Wikipedia, that fount of all knowledge, defines the Sandwich Generation as people, usually in their 30s or 40s, who care for their aging parents while supporting their own children....
As appeared in Financial Advisor Magazine. Highly successful people, when interviewed, often say the same thing about their jobs: They don’t see them as “work.” When the most gifted...
In Part 1 of this article, we introduced the importance of recognizing cognitive impairment in clients and what to look for in determining whether a client is exhibiting behavior...
This is the first in a two-part series focused on helping advisors understand what cognitive impairment is and how to identify and plan for the various degrees of this...
Just a short while ago, I learned of two women in our local community who’d lost their spouses to sudden death. Their grief was only magnified by anxiety, as...
I’m fortunate to work everyday with clients who believe in a world bigger than themselves—they donate time and money to loved ones, as well as their community. Most are...
Traditional asset allocation theory calls for constructing portfolios comprised of multiple asset classes, such as fixed-income, equities, alternative investments and real assets. Ideally, the allocation among these asset classes...
We all hope to never face a significant loss to our property. Beyond the suffering from losing those things that cannot be replaced, the damage from fire, flood, earthquake,...
As appeared in Financial Advisor Magazine Given the results of last November’s election, a repeal of the federal estate tax is now a distinct possibility faced by an entire...
In recent years, lawyers have found themselves increasingly drawn into the world of financial planning. The new realities of earlier retirement, lower capital market assumptions, longer life expectancy and rising healthcare and retirement costs all but ensure...
Many executives and professionals – attorneys, physicians, engineers, corporate executives, and entrepreneurs, to name just a few – begin earning enough compensation in their 30s and 40s that they...
Corporate executives employed by privately held start-up companies face complex wealth management challenges. Like their peers employed by publicly traded companies, executives at early-stage companies typically receive compensation packages...
As the average life expectancy of Americans continues to increase, many people are finding that they or their loved ones require support services to meet their needs as they...
As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live...