Category: Wealth Management
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Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020

November 14, 2019

Thomas Moyer, CFP®

It may be hard to believe, but 2019 is coming to a close. With just a few weeks left in the year, now is a great time to look back on the past 12 months, assess where you are today, and start...

Multi-generational family sitting on a beach

Understanding the Differences Between Investment Management and Wealth Management

March 29, 2019

Andrew Despotakis, CFP®

Engaging a financial advisor to guide you on your financial journey is an important decision; equally so is understanding whether you need investment management or wealth management...

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Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable

February 1, 2019

Mark Cortazzo, CFP®, CIMA®

Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also...

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How to Talk with Your Employees About Financial Wellness

December 13, 2018

Nick Spagnoletti, Jr., CFP®

On average, for every dollar spent on payroll,1 companies in the United States spend 43 cents on benefits in order to offer their employees: Health, life, and disability...

Person with pen looking at numbers, charts and graphs

Incorporating Company Stock into Your Overall Financial Strategy

December 4, 2018

MACRO Consulting Group

Many publicly traded companies offer employee benefits programs that provide their workers and executives with exposure to company stock through various channels, such as bonuses tied to...

Business man looking through papers

Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty

November 21, 2018

Mark Cortazzo, CFP®, CIMA®

Most providers of financial advice do so with the best of intentions, but despite sharing a common title, they can bring a wide array of skillsets, may provide vastly divergent services, and even...

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Prepare for a Happy New Year by Reviewing This Year-End Checklist

November 15, 2018

Thomas Moyer, CFP®

Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position...

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Donor-Advised Fund: A Simple, Effective Form of Charitable Giving

October 16, 2018

MACRO Consulting Group

Due to the positive response to our blog article, New Tax Law, New Approach to Charitable Giving?, we’ve decided to delve deeper into some of the charitable giving strategies discussed. In...

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Roth IRA Conversion Recharacterization Deadline Approaching October 15, 2018

September 12, 2018

MACRO Consulting Group

Pursuant to the Tax Cuts and Jobs Act (TCJA), which went into effect on January 1, 2018, the conversion of a traditional IRA to a Roth IRA will no longer have the ability to be undone. From a tax...

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How to Financially Help Your Parents without Putting Your Future in Jeopardy

September 6, 2018

Nick Spagnoletti, Jr., CFP®

Hopefully you were lucky enough to have parents who helped guide you through your youth, adolescence, and into adulthood, while assuming the financial responsibilities that came with raising a...

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