Professional Edge

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer" . Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planni...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

To make a thorough or dramatic change Begin by taking the first step Will you make things change or will you let change happen to you Define your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professional Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If...

NO Estate Plan ? 50% of all individuals have NO estate plan in place How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning. Is the next spouse (surviving spouse marries) going to inherit your 401(k)? Want to make sure you avoid these "gotchas" in your estate planning Implement a testamentary trust to protect your lifetime savings Does your estate plan protect yo...