/ TAG Retirement Planning

It’s common to think about wealth transfer as something that won’t be a concern until the distant future.

“There is no set rule on how your portfolio should be allocated in retirement

The new estate tax legislation is offering a limited window of opportunity for clients to lower their taxable estate . . . that can assist with shielding substantial amounts of wealth.

Sadly, we’ve seen this happen before: the rags-to-riches-to-rags tale that too often plays out.

One of the foremost concerns involves the stress of returning to the routines of a ‘normal life’ for the athlete and his or her family members.

Some athletes are too dependent on others to not only make significant financial decisions, but also to pay routine bills.

Bereavement is physically and mentally exhausting. . . What can help is thoughtful planning done in advance and a competent team of trusted advisors.

The progress made by women in today’s society is nothing short of spectacular. Now, it’s time for them to take control of their finances.

Many believe they must reach a certain threshold of savings before they feel comfortable entering retirement.

While few high net worth clients intend to rely on Social Security benefits as a meaningful source of retirement income,

“Is this too much of a plane for me?” That question stirred in my mind a few weeks ago as

The fear of a Trump presidency took hold on the night of the 2016 election, evidenced by the dramatic drop

Whatever your goal, you need a personalized wealth-management strategy to help you achieve it.

It was well over a year ago that I looked at my children and told them that Donald Trump was

The late great comedian Rodney Dangerfield once said, “My psychiatrist told me I was crazy and I said I wanted

At this point, most everyone (including us) has commented ad nauseam on the impacts and issues of the new fiduciary

Clients do a fairly good job of accumulating wealth

Like most people, you may find it difficult to predict what you’ll be doing a year from now, let alone

business acquaintance said recently that whenever she and her spouse need to have a “discussion” regarding family finances, she always

The lack of retirement readiness among much of the country’s workforce is a growing concern, for both employees and their

When an investor initially acquires an asset, the term for the price paid is “cost basis

We would probably all agree that “net income” is not a particularly difficult concept to understand: Deduct costs and expenses

Unless you’re in the financial advisory business or some related field, it’s unlikely that “fiduciary” is a word you use

Organization matters in an estate planning meeting and can help make the entire process much easier

When you envision retirement, you may find it easy to imagine a simplified lifestyle: You are working less, spending more

With healthcare costs skyrocketing, retirees need to consider how their finances will be affected

We frequently hear that each of us has a “magic number”—the amount of money we need in order to not

As with any endeavor into uncharted territory, entering into retirement can be a nerve-racking experience

That is the question

Before the invention of the 401(k), most businesses in America gave out long-term retirement plans in the form of a