Elder Trusts Can Give You & Your Heirs Peace of Mind
August 29, 2019
QUESTION: I’m getting up there in years, and I’m worried that I might make a bad financial decision in the future and squander my children’s
Pick a Trustee You Can Trust
August 22, 2019
QUESTION: I want to set up an irrevocable trust to take care of my needs as I age, and I need to pick a trustee.
Post-Retirement Feelings of Insecurity
August 8, 2019
QUESTION: I have a big retirement fund, so why don’t I feel secure now that I’m in retirement? ANSWER: Retirement can be difficult for productive
Considering a Move to Save on State Taxes?
May 23, 2019
Now that the federal deduction for state and local taxes is gone, should I consider changing residency from my high income-tax state to one with lower or no state taxes?
Sustainable Investing at AMG
January 31, 2019
Sustainable investing allows investors to align their values with their investing.
Beating The Benchmark Takes Patience and Discipline
October 18, 2018
QUESTION: Can you beat the S&P 500 and other top index funds? ANSWER: It depends on the time frame. While it’s possible to outperform the
Remember It’s Your Wealth Before Their Inheritance
May 10, 2018
QUESTION: I’m getting married again, but my kids are worried it will adversely affect their inheritances. What should I do? ANSWER: Before you do anything,
Beware of Tax Refund Scam, IRS Warns
February 28, 2018
A new refund scam has emerged that threatens to ensnare thousands of unwary taxpayers who use direct deposit.
Save Yourself Some Money with a Donor-Advised Fund
February 12, 2018
QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there
College Funds Can Now Pay For Grade School and High School
January 10, 2018
Thanks to recent federal tax reform, you can now use your kids’ college funds, or 529 plans, to pay for up to $10,000 a year for primary and high school expenses.