Financial scammers are as old as money itself, but they are continually adapting to changing times. For 2022, cybersecurity firm Norton Labs predicts that some of the top scams will…
AdvicePeriodJanuary 18, 2022
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With President Biden’s Build Back Better legislation on life support, it’s looking increasingly likely that wealthy taxpayers will avoid a raft of proposed tax increases that were meant to pay…
AdvicePeriodJanuary 18, 2022
Clients should interview potential financial planners exceptionally critically. Similar to choosing a doctor to entrust with your physical health, with financial planners, you are choosing who you should entrust with…
AdvicePeriodJanuary 9, 2022
Donor-advised funds, which are increasingly popular vehicles for charitable and tax planning, could face new restrictions thanks to a recently introduced U.S. Senate bill. But even if the bill becomes…
AdvicePeriodDecember 6, 2021
When adults step in to help their aging parents, they can pay a steep cost, both financially and emotionally. But getting organized, enlisting help, and even redefining the work can…
AdvicePeriodNovember 15, 2021
The financial media loves to lionize investment professionals who outperform the stock market. Never mind that almost no fund manager has sustained their edge for any length of time; those…
AdvicePeriodNovember 8, 2021
The impact of the pandemic, along with current historically low tax rates, makes 2021 an opportune time to consider converting a traditional individual retirement account (IRA) to a Roth IRA.…
AdvicePeriodNovember 1, 2021
At AdvicePeriod, we appreciate the fact that as a wealthy individual, your personal finances are similar to those of a business: substantial and complex. Managing the financial details of multiple…
AdvicePeriodOctober 19, 2021
We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…
AdvicePeriodOctober 4, 2021
