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Blog

Ken Weingarten | Dec 31, 2020

Consolidated Appropriations Act, 2021: What You Need to Know

Tax Planning
Charitable Donations
Financial Planning
Required Minimum Distribution

On 12/27/20, this act was signed into law which extends certain provisions that were passed back in March with the CARES Act (see our earlier blog). While the

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Ken Weingarten | Dec 10, 2020

Financial Meditations: Introspections to Consider Part 2

Behavioral Finance

In our last blog, we discussed several questions to answer when contemplating your relationship with money. This exercise is meant to stimulate a self-analysis

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Ken Weingarten | Dec 4, 2020

Financial Meditations: Introspections to Consider Part 1

Behavioral Finance

Your relationship with money is a lifelong, ever-changing process. Reflecting on this relationship from time to time is encouraged as you may discover something

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Ken Weingarten | Nov 20, 2020

Financial Cybersecurity: How to Protect Your Information

Cybersecurity

With most, if not everything, now accessible online, it can quickly get onerous keeping track of all your online username/password information. After a certain

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Ken Weingarten | Nov 13, 2020

Roth IRAs: Common Mistakes to Avoid

Retirement Planning
Savings

Saving money for one’s future is relatively straightforward. Money goes in when you are younger, and money comes out as needed when you are older. Saving into a

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Ken Weingarten | Nov 6, 2020

Estate Planning Documents: Must-Know Statistics

Estate Planning

Getting your estate documents completed is no easy task nor is it an easy conversation to have. Having the big three documents – Will, Power of Attorney, and

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Ken Weingarten | Oct 30, 2020

2021 IRA/Roth IRA Income Limits

Retirement Planning
Saving
Social Security

The IRS has recently announced updated income limits for individuals who save into IRAs and Roth IRAs. Depending on your income, you can receive a full

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Ken Weingarten | Oct 22, 2020

Medicare Coverage: What is Not Covered

Medicare
Healthcare
Retirement Planning

Traditional Medicare (Part A and Part B) will cover a wide range of medical expenses, in which each part addresses different types of expenses (Part A –

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Ken Weingarten | Oct 16, 2020

Stock Option Awards: What to Consider

Investment Planning
Tax Planning
Asset Allocation

In our previous blog, we discussed considerations when compensated with restricted stock. Another major form of compensation that many individuals are awarded

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Ken Weingarten | Oct 9, 2020

Restricted Stock Compensation Awards: What to Consider

Investment Planning
Tax Planning

Many individuals working for large corporations are offered a compensation option in the form of restricted stock. While the rules set forth in how they are

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Ken Weingarten | Oct 2, 2020

Donor Advised Funds: How to Donate Tax-Efficiently

Charitable Donations
Tax Planning

Donor Advised Funds: How to Donate Tax-Efficiently

While the typical purpose of donating is for altruistic reasons, individuals can take advantage of

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Ken Weingarten | Sep 24, 2020

Open Enrollment Period: Do You Need to Update Your Coverage

Healthcare

Open enrollment periods for working and retired individuals will begin to open soon for many employees. This will allow you to make any changes, if needed, to

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