Mr. Picariello has more than 18 years of experience in providing financial planning, cash-flow planning, business management, tax planning and investment management advice to affluent individuals, senior executives, physicians and business owners. He has been quoted in the media, most recently addressing wealth management issues for medical professionals. He holds a BS in accounting from Albright College and an MBA in finance from Rutgers University.
Mr. Picariello has more than 18 years of experience in providing financial planning, cash-flow planning, business management, tax planning and investment management advice to affluent individuals, senior executives, physicians and business owners. He has been quoted in the media, most recently addressing wealth management issues for medical professionals. He holds a BS in accounting from Albright College and an MBA in finance from Rutgers University.
How can I avoid jeopardizing the wealth I gift to my children upon their marriage, should they divorce?
This is one of the more important questions individuals should ask themselves if they intend to make an outright gift of significant assets to their children or grandchildren. Oftentimes, older generations wish to make these gifts when children or grandchildren are about to marry. Yet, on that happy occasion, proud parents or grandparents are not […]
My loved one has a chronic illness. Do I need to rethink my financial and estate planning? Where do I start?
You are not alone. Some 125 million Americans are affected by, and 22 percent have more than one, chronic illness. Many issues need to be addressed by both you and your loved one. Putting in the time and effort now can alleviate many of the problems your family will face when dealing with this challenge. […]
