July 30, 2018
Prenuptial agreements allow individuals to protect themselves financially with a prearranged, legally binding agreement between...
February 21, 2018
From a financial perspective, not much good comes from a divorce. Invariably, two households need...
November 28, 2017
No divorce team should be considered complete without the inclusion and insights of a financial...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
July 22, 2019
Trusts certainly can be established for estate tax savings and to pass on wealth to...
May 20, 2019
The most important function of a will is to assure the transfer of assets to...
April 22, 2019
Not all of your assets are controlled by your will; it's imperative to revisit titling...
March 11, 2019
A revocable trust is an extremely flexible vehicle with little or no restrictions during your...
December 17, 2018
For parents with a disabled child, establishing a third-party special needs trust is a common...
September 18, 2018
Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for...
August 22, 2018
Should we treat our children equally when it comes to estate distributions? On its face,...
July 05, 2018
Another major decision when it comes to estate planning is determining the appropriate time for...
May 30, 2018
"Throughout my career of providing financial and estate planning services, I have found that the...
May 16, 2018
Far too many of us put off finalizing estate documents because we get hung-up on...
March 15, 2018
The recently passed "Tax Cuts and Jobs Act" (TCJA) contains a major change to the...
January 05, 2018
Given the magnitude of temporary change in the federal lifetime credit and the dynamic political...
October 04, 2017
Sudden wealth, without financial aptitude, instilled family goals and overarching family governance generational plan often...
August 22, 2017
Trusts offer those with potential estate tax issues, a more advantageous approach for funding future...
May 18, 2017
Often times your family may need useful information not found in your will when settling...
March 30, 2017
Believe it or not, your pets and their care should be considered and incorporated when...
December 08, 2016
A properly drafted will communicates important intentions ranging from raising one’s children to distribution of...
August 27, 2019
Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may...
March 19, 2019
As financial advisors, sometimes in conjunction with psychologists experienced in family dynamics, we've assisted families...
January 30, 2019
Taking the first steps now can help to ensure that you are not only in...
September 27, 2018
Deciding to start a family is one of the most exciting and life-changing decisions a...
July 30, 2018
Prenuptial agreements allow individuals to protect themselves financially with a prearranged, legally binding agreement between...
April 05, 2018
The financial landscape is replete with the "how" of charitable giving. That is, how one...
October 18, 2017
Cyber-security should not be a barrier to developing a customized plan to consolidate, organize, archive...
August 07, 2017
Although generational discussions around family wealth and future inheritances remain taboo, lack of financial discussions...
June 14, 2017
Consolidating, organizing, archiving and digitizing your personal paper life now will reduce the strain on...
April 17, 2017
Trying to quantify your financial future into a single “magic” number is far too simplistic...
February 21, 2017
Financial planning and decisions based on financial circumstances of a prior stage in life rather...
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
June 12, 2019
If you are considering temporarily bailing on equities, essentially trying to time the market, consider...
May 13, 2019
...the sell-off may not be as dire as it seems. "We need to be cognizant...
December 21, 2018
Market conditions, no matter how unfavorably perceived, should never diminish one's unwavering commitment to the...
July 02, 2018
Most of us have a complicated relationship with money, and we don't always act rationally...
January 23, 2018
Although "set it and forget it" might work in the kitchen, that mentality may not...
December 29, 2017
When the inevitable market correction occurs, avoid the impetus to run into cash or you...
December 20, 2017
Higher prices does not always equate with quality is a general axiom in life, which...
November 09, 2017
In a world of increased news flow and social media, how quickly is economic and...
August 28, 2017
Historical records demonstrate that the effect geopolitical events have on the investing landscape and the...
July 19, 2017
Is the domineering run of US equities finally approaching its end as the best relative...
July 10, 2017
Impending tax reform has made the coordination of one’s investment portfolio and overall tax position...
June 01, 2017
A balanced portfolio designed to maximize total return, within given risk parameters, may optimizes one’s...
May 05, 2017
In a market ripe with uncertainty, Robo-Advisors offer a login and password rather than someone...
January 11, 2017
While financial insights from social media are not new, a president frequently tweeting adds a...
December 19, 2016
One person’s off-the-cuff tweets and spontaneous remarks have shown how quickly the markets can be...
November 30, 2016
The disruption in bond markets due to the post-election interest rate environment has created compelling...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
November 21, 2018
Joining the board of Directors for a business or a nonprofit can be a great...
November 07, 2018
Being invited to join the board of a nonprofit is an honor, but it is...
October 29, 2018
The trade balance between two nations is typically mutually beneficial. Conceptually, nations are well served...
March 29, 2018
As is probably true with all financial planners, I've had countless discussions with clients who...
February 16, 2018
Running a business successfully is difficult. You should consider taking up flying for fun,...
August 20, 2019
The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally...
April 11, 2019
The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for...
April 01, 2019
Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions....
September 18, 2018
Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for...
August 02, 2018
All tax legislation has winners and losers. Even if one buys into the canard that...
April 10, 2018
The recently signed Tax Cuts and Jobs Act brought many changes to the tax laws....
September 08, 2017
Don’t miss the opportunity to claim a casualty loss when nature’s wrath strikes and you...
April 11, 2017
Some last minute tax season filing tips never get old and remain important to consider...
March 16, 2017
Many states have complex rules and tests for determining tax residence for income tax purposes...
January 24, 2017
A family office is often the key to ensuring the continuity of your financial values...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
August 27, 2019
Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may...
August 20, 2019
The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally...
July 22, 2019
Trusts certainly can be established for estate tax savings and to pass on wealth to...
June 12, 2019
If you are considering temporarily bailing on equities, essentially trying to time the market, consider...
May 20, 2019
The most important function of a will is to assure the transfer of assets to...
May 13, 2019
...the sell-off may not be as dire as it seems. "We need to be cognizant...
April 22, 2019
Not all of your assets are controlled by your will; it's imperative to revisit titling...
April 11, 2019
The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for...
April 01, 2019
Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions....
March 19, 2019
As financial advisors, sometimes in conjunction with psychologists experienced in family dynamics, we've assisted families...
March 11, 2019
A revocable trust is an extremely flexible vehicle with little or no restrictions during your...
January 30, 2019
Taking the first steps now can help to ensure that you are not only in...
December 21, 2018
Market conditions, no matter how unfavorably perceived, should never diminish one's unwavering commitment to the...
December 17, 2018
For parents with a disabled child, establishing a third-party special needs trust is a common...
November 21, 2018
Joining the board of Directors for a business or a nonprofit can be a great...
November 07, 2018
Being invited to join the board of a nonprofit is an honor, but it is...
October 29, 2018
The trade balance between two nations is typically mutually beneficial. Conceptually, nations are well served...
September 27, 2018
Deciding to start a family is one of the most exciting and life-changing decisions a...
September 18, 2018
Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for...
August 22, 2018
Should we treat our children equally when it comes to estate distributions? On its face,...
August 02, 2018
All tax legislation has winners and losers. Even if one buys into the canard that...
July 30, 2018
Prenuptial agreements allow individuals to protect themselves financially with a prearranged, legally binding agreement between...
July 05, 2018
Another major decision when it comes to estate planning is determining the appropriate time for...
July 02, 2018
Most of us have a complicated relationship with money, and we don't always act rationally...
May 30, 2018
"Throughout my career of providing financial and estate planning services, I have found that the...
May 16, 2018
Far too many of us put off finalizing estate documents because we get hung-up on...
April 10, 2018
The recently signed Tax Cuts and Jobs Act brought many changes to the tax laws....
April 05, 2018
The financial landscape is replete with the "how" of charitable giving. That is, how one...
March 29, 2018
As is probably true with all financial planners, I've had countless discussions with clients who...
March 15, 2018
The recently passed "Tax Cuts and Jobs Act" (TCJA) contains a major change to the...
February 21, 2018
From a financial perspective, not much good comes from a divorce. Invariably, two households need...
February 16, 2018
Running a business successfully is difficult. You should consider taking up flying for fun,...
January 23, 2018
Although "set it and forget it" might work in the kitchen, that mentality may not...
January 05, 2018
Given the magnitude of temporary change in the federal lifetime credit and the dynamic political...
December 29, 2017
When the inevitable market correction occurs, avoid the impetus to run into cash or you...
December 20, 2017
Higher prices does not always equate with quality is a general axiom in life, which...
November 28, 2017
No divorce team should be considered complete without the inclusion and insights of a financial...
November 09, 2017
In a world of increased news flow and social media, how quickly is economic and...
October 18, 2017
Cyber-security should not be a barrier to developing a customized plan to consolidate, organize, archive...
October 04, 2017
Sudden wealth, without financial aptitude, instilled family goals and overarching family governance generational plan often...
September 08, 2017
Don’t miss the opportunity to claim a casualty loss when nature’s wrath strikes and you...
August 28, 2017
Historical records demonstrate that the effect geopolitical events have on the investing landscape and the...
August 22, 2017
Trusts offer those with potential estate tax issues, a more advantageous approach for funding future...
August 07, 2017
Although generational discussions around family wealth and future inheritances remain taboo, lack of financial discussions...
July 19, 2017
Is the domineering run of US equities finally approaching its end as the best relative...
July 10, 2017
Impending tax reform has made the coordination of one’s investment portfolio and overall tax position...
June 14, 2017
Consolidating, organizing, archiving and digitizing your personal paper life now will reduce the strain on...
June 01, 2017
A balanced portfolio designed to maximize total return, within given risk parameters, may optimizes one’s...
May 18, 2017
Often times your family may need useful information not found in your will when settling...
May 05, 2017
In a market ripe with uncertainty, Robo-Advisors offer a login and password rather than someone...
April 17, 2017
Trying to quantify your financial future into a single “magic” number is far too simplistic...
April 11, 2017
Some last minute tax season filing tips never get old and remain important to consider...
March 30, 2017
Believe it or not, your pets and their care should be considered and incorporated when...
March 16, 2017
Many states have complex rules and tests for determining tax residence for income tax purposes...
February 21, 2017
Financial planning and decisions based on financial circumstances of a prior stage in life rather...
January 24, 2017
A family office is often the key to ensuring the continuity of your financial values...
January 11, 2017
While financial insights from social media are not new, a president frequently tweeting adds a...
December 19, 2016
One person’s off-the-cuff tweets and spontaneous remarks have shown how quickly the markets can be...
December 08, 2016
A properly drafted will communicates important intentions ranging from raising one’s children to distribution of...
November 30, 2016
The disruption in bond markets due to the post-election interest rate environment has created compelling...