The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,
retirement planning
Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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To Retire Or Not To Retire
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Back in June, we ventured down to Alabama to see my family. My mom retired part-time in her 60s to
The Rules, They Are A-Changing
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Our life is framed by rules. No matter what you want to do—get dressed in the morning, drive to work,
Key Ages to Know for Retirement Planning
By Kyle S. PlotkinInvestment Advisor [email protected] When it comes to retirement planning, the earlier you start, the better. The sooner you save, the longer your money has to grow. But
You Don’t Want To Ration Anything
by Nicholas HamnerInvestment Advisor [email protected] This past weekend, I finally got the family up to Knoebel’s, the traditional no-cost-to-enter-but-rides-cost-tickets amusement park located in the Poconos. Over the course of the
Kyle Talks Annuities and the Great Rates Today
by Kyle S. PlotkinInvestment Advisor [email protected] Despite pressure from some corners of Washington, Federal Reserve Chairman Jerome Powell announced this week that interest rates will remain unchanged—at least until September.