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Thank You, Ed Slott and Financial Advisor Magazine!

Thank you to America’s IRA Expert Ed Slott, CPA and to Financial Advisor magazine for hosting the incredibly informative June 9 webcast answering advisors’ questions on the 2020 retirement tax rules. Ed Slott, if you are not familiar with his name, is widely regarded by financial planners as the expert’s expert when it comes to […]

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Why Your Florida House Is Now Worth More

Why Your Florida House Is Now Worth More

Changes in the tax law may be behind a surge in Florida luxury home prices. “The new law’s $10,000 limit on the deduction of state and local taxes is hitting owners hard in the affluent suburbs of New York City, including Westchester County, New Jersey and Connecticut,” say reporters at Financial Advisor magazine. That makes […]

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Quote Of The Week: Successful Women Still Put Their Own Needs On The Back Burner

“Just because a woman has a lucrative profession, a desk in the C suite or a thriving business doesn’t mean she has her personal and estate planning in order. In fact, she may be more likely to put this on the back burner given the multiple demands on her time. Women frequently put themselves last, especially […]

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Quote Of The Week: When The Investment World Turns Upside Down

“It’s a sign of the ‘topsy-turvy’ times that people are buying stocks for income and bonds for capital gains.” David Rosenberg, Chief Economist & Strategist, Gluskin Sheff + Associates Inc, a Toronto-based wealth manager, quoted by Evan Simonoff, July 2016, Financial Advisor Magazine

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