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Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

Sunday, January 1, 2023

👋🏻 Hello friends,Happy New Year! Greetings and welcome to 2023 from Saratoga Springs, NY!  Let's take it easy and enjoy this New Year's edition of our leisurely Sunday Drive around the internet.Share The Sunday...

Sunday, December 25, 2022

👋🏻 Hello friends,Merry Christmas 🎄 and Happy Holidays from Saratoga Springs, NY!  Let's take it easy and enjoy this Holiday edition of our leisurely Sunday Drive around the internet.Vibin'Okay...so we...

Monday, December 12, 2022

In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...

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Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

Tuesday, November 1, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

Tuesday, October 25, 2022

Michael Allison Bloomberg Radio Interview - August 3, 2016

Wednesday, October 12, 2022

Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...

Tuesday, October 4, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

Thursday, September 15, 2022

The Baby Boomer's Supply Shock to the SystemI think that more and more investors, economists, and policy makers are beginning to understand and accept that we have another supply shock to work through - and it's a big one.The 1970's...

Tuesday, September 13, 2022

Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...

Thursday, August 4, 2022

I'm so honored that our friends at FMG chose the New Lantern Advisors website to showcase on their blog this week. There's a fun Q&A section which I really enjoyed doing.If you're interested in seeing the showcase and learning a bit...

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Thursday, July 21, 2022

Is Your Estate Plan Tax-Optimized?Minimizing taxes is a common part of any estate planning strategy. Currently, it’s a relatively favorable environment for estate taxes, but tax rates can, and likely will change, which means...

Wednesday, July 20, 2022

It’s summer. You’ll probably take the car in for a checkup before heading out on a road trip, because you want to ensure the vehicle will get you to your destination. Should you treat your investment portfolio similarly?The...

Tuesday, July 12, 2022

With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...

Thursday, May 12, 2022

Are you ready for the most significant re-allocation of assets in nearly a half century? You should be. Because, ready or not, here it comes!The relative value of human capital versus financial capital is really just a function of long...

Thursday, April 21, 2022

The Human Enterprise™ is a framework for living that is a significant departure from the three stage life cycle around which we have organized society, the economy, and our lives in the industrial era. Those being:Education --...

Tuesday, April 5, 2022

Let’s play a drinking game. Take a shot every time someone asks you, “So what are your plans after you retire?” In my case, the CHECK LIVER light came on.It all started when…Early in 2020, prior to the arrival...