Many people are surprised to learn that retirement consistently ranks among life's most stressful events.
When most people think about retirement planning
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In Episode 5 of The Finance Things in Life Podcast, Matt and Anthony Pitti sat down with Johnny Gabrielle, General Manager of Marina Auto Group, to discuss
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Dan had done everything right. At 60 years old, he had saved $2 million for retirement, maxed out his 401(k) for decades, and was five years away from leaving
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Mike and Sarah were earning well, saving consistently, and doing all the “right” things... Or so they thought. Discover how a strategic financial plan helped
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As competition for talent intensified, the company introduced stock options as part of its total compensation package. Rather than increasing base salaries
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Like many small and medium-sized business owners, Mark reinvested most of the company’s profits back into the business. While this fueled growth, it also meant
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It’s no secret that the stock market is up this year for the 3rd year in a row. Every year we examine portfolios in non-retirement brokerage accounts that may
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Case Study: Strategic Roth Conversion for a Couple in Their 40s.
Goal: Retire at age 60-62 with an after-tax income of
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New York’s estate tax rules catch many families off guard. Unlike the federal exemption, over $13 million per person, the New York State exemption is roughly $7
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Avoid unnecessary taxes and penalties on withdrawals
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This case highlights the necessity of conducting annual financial reviews with a financial advisor to ensure that financial strategies align with changing
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The SECURE Act altered the rules surrounding inherited IRAs, particularly concerning the "stretch IRA" strategy, which allowed beneficiaries to take required
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