Wealth Management

What to do with Your Pot of Gold!

You’ve done all the right things. You worked hard all your life and built a successful career or created a profitable business. You have saved and invested and met your financial goals. Now, how do you hang on to it? You need a plan to preserve the wealth you’ve worked so hard to build. You

Creating Multi-Generational Wealth with Roth IRAs

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s.  Fast forward 25 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 4 main questions to ask yourself about conversion. First, when

Achieving Financial Success in Light of the Political Change

During this discussion led by Ted Zamerski, CFA, CPA/PFS, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: • The Biden tax proposal and the best vs. worst case scenarios; • Additional national policies that may have a negative effect on your finances; • Opportunities for growth;

Tax Saving Strategies for a Successful Tomorrow

Recently Tax Savings Professionals had the opportunity to present a roundtable webcast: Current State of Affairs: Strategies for a Successful Tomorrow. Below is an edited transcript of this far ranging conversation about urgent topics many folks are concerned about today. Led by our own Ted Zamerski, CPA/PFS, CFA, CGMA, the conversation also features Brian Shey,

State of Affairs: Strategies for a Successful Tomorrow

During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss: • The importance of reviewing your overall life plan

4 Questions to Ask When Evaluating Alternative Investments

When you hear “Alternative Investment,” it likely means anything that is not “Wall Street”. It is an investment that is an alternative to Stocks, Bonds, ETFs, and Mutual Funds. Alternative investments can also refer to real estate as recently the term has become synonymous with syndicated real estate deals. According to a recent study by

5 Small Changes that Can Add Up to Big Tax Savings

We typically only think about taxes when preparing to pay Uncle Sam. Making small changes to how you look at and approach your finances and taxes throughout the, however, can add up to big savings on your taxes. There are many strategies that can be used, but here are five just to get you started.