After the Disaster: An Expert’s Guide to Deciding Whether to Rebuild or Relocate
As published in Kiplinger A home is more than an asset — it’s where milestones are celebrated, memories are made, and a sense of stability is anchored. The emotional and When Should You Take Social Securtity?
For wealthy individuals and couples, Social Security might appear to be a smaller component of the overall wealth plan. However, overlooking its nuances could mean leaving value on the table Will My Children Inherit Too Much?
As published in Kiplinger If you worry about how your children will handle an inheritance, you’re not alone. Luckily, you have options — from lifetime gifting to trusts — that Leveraging Deferred Sales Trusts for Strategic Tax Management
As published in Rethinking65 DSTs enable sellers of businesses or real estate to invest the proceeds while controlling the amount and timing of tax liabilities. Key Points• The trust can Are You a High Earner But Still Broke? Five Fixes for That
If you’re a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your Preparing for an Inheritance: Don’t Let Your Blessing Become a Curse
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls. As published in Kiplinger By Mallon FitzPatrick Many people look forward 2025 Challenges for Wealth Managers to Raise with Clients
It’s imperative that wealth managers discuss these topics to plan for clients’ resilience and growth. As published in Rethinking65 By Mallon FitzPatrick, Head of Wealth Planning As the new year
Dynasty 529 Plans Can Build Generational Wealth
Leveraging these college-savings plans for tax-free growth combats rising education costs but families must keep up with IRS developments. As published in Rethinking65 By Mallon FitzPatrick A 529 plan is arguably
2024 mid year investment and wealth planning outlook webinar
Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the first half of 2024 and their outlook for the