The Latest on the QSBS: Your Guide to Avoiding Significant Taxes
Understanding the Qualified Small Business Stock (QSBS) Gain Exclusion The Qualified Small Business Stock (QSBS) gain exclusion, as outlined in Section 1202 of the Internal Revenue Code, is one of Catching Up on the New Rules for High-Income Retirement Savers
Last week, the IRS released final regulations for catch-up contributions, a provision of the SECURE 2.0 Act. While the official application date is January 1, 2027, the changes are already From Mortgages to Taxes to Estates: How to Prepare for Falling Interest Rates
As published in Kiplinger As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, You Don’t Want It, But You Should Plan for It Anyway: An Expert Guide to Long-Term Care
As published in Kiplinger Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health events and rising care costs not covered by standard
One Big Beautiful Bill Act and Its Impact Webinar
Chief Economist Jeanette Garretty and Head of Wealth Planning Mallon FitzPatrick break down the impact of the One Big Beautiful Bill Act (OBBBA) on your financial plan. 5 Game-Changing Retirement Planning Financial Moves in Your 50s
Head of Wealth Planning Mallon FitzPatrick, CFP®, AEP®,CLU® was quoted in Investopedia discussing essential financial planning strategies for your 50s, including preparing for retirement and future care needs. “Planning for 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