We got a new tax proposal on October 28th! And everything is different! Net Investment Income Tax (NIIT) presents a big planning opportunity. Nearly all of the changes we...
Keystone Concepts
Pension Maximization Options
Pension Planning 101: How to Maximize Your Benefits in Retirement
Defined benefit plans—commonly referred to as pension plans—were once the lynchpin of a secure retirement in the United States. Today, pensions are few and far between. In...
How “American Families Plan” Tax Proposal Can Impact Your Retirement
After months of anticipation, the Democrats’ tax plan has arrived. The proposed legislation, the “American Families Plan,” is very different than what was expected. Among...
Per Stirpes vs Per Capita: What’s the Difference?
Settling a loved one’s estate and distributing their assets after death can be a time-consuming and stressful process. This process can be even more challenging when the...
15 Essential Questions to Ask a Financial Advisor
Choosing the right financial advisor is one of the most important decisions you can make for your family’s financial future. Indeed, the right financial partner can help you...
Connecticut Wealth Management – 63 Best Companies List
63 Best Connecticut Based Wealth Management Startups & Companies 2021 We are honored and humbled to be recognized by "Daily Finance" as 63 Best Connecticut Wealth...
Roth Conversion Q&A Part 1
In this episode, Mike & Rich are answering questions about Roth Conversion from listeners and clients, from our April episode, This is Part 1, with Part 2 coming soon....
Top 5 Reasons to Consider a Backdoor Roth IRA If You’re over Age 50
As a career professional, you likely have a traditional 401(k) and individual retirement account (IRA). However, as a high earner, you may exceed the income limits to fund...
Bitcoin, Blockchain and Cryptocurrency What Is That?
What is Bitcoin and cryptocurrency, where did it come from, what it does, what are the risks, is it for real, should I invest?
