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Blog

Ken Weingarten | May 19, 2022

Qualified Domestic Relations Order: How it is Used in a Divorce

Savings
Retirement Accounts

When it comes to divorce, there are many financial decisions that must be made throughout the process. Estate plans, tax issues, and division of assets are

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Ken Weingarten | May 12, 2022

Tax-Loss Harvesting: How Losses Work in Your Favor

Tax Planning
Investment Planning

Downturns in the stock market can be met with some level of concern. An experienced investor knows the last thing to do would be to sell everything and exit the

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Ken Weingarten | Apr 21, 2022

Prohibited Transactions in IRAs: What Pitfalls to Avoid

IRAs are easy to setup and normally provide you a with a lot of freedom in terms of investment choices. However, there are limitations on what can and cannot be

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Ken Weingarten | Apr 1, 2022

Wash Sale Rules: What to Look Out For

Tax Planning
Investment Planning

A common tax savings strategy for investors is to intentionally sell securities with losses to offset gains that have been realized or will be realized in the

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Ken Weingarten | Mar 25, 2022

72(t) Distributions: Is it Right for You?

Retirement Planning
Tax Planning

Under normal circumstances, withdrawing funds from IRA or qualified retirement plans (e.g., 401(k), 403(b), 457, etc.) before the age of 59 ½ will result in a

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Ken Weingarten | Mar 11, 2022

Identity Theft: Warning Signs and How to Protect Yourself

Cybersecurity

An increasing concern in this age of technology is the threat of identity theft. Scammers have a variety of methods to deceive you into giving up your

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Ken Weingarten | Feb 4, 2022

Retiring Before Your Spouse: What to Consider

Retirement Planning
Healthcare
Tax Planning

Job satisfaction/dissatisfaction, age differences, personal preferences, etc. are valid reasons why you would choose to retire earlier than your spouse. Doing

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Ken Weingarten | Jan 14, 2022

Windfall Elimination Provision (WEP): Why Your Social Security Benefits Could be Reduced?

Social Security

If you have worked for an employer where Social Security is not withheld, such as a government agency or an employer in another country, any retirement or

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Ken Weingarten | Dec 20, 2021

I-Bonds: Do They Fit in Your Portfolio?

Investment Planning

Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. In this current interest rate environment

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Ken Weingarten | Dec 10, 2021

Trusts: How Do They Fit into An Estate Plan?

Estate Planning

Many individuals have heard of Trusts, but some may not fully understand the role they can play in one’s estate plan. There are various types of Trusts, each of

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Ken Weingarten | Nov 19, 2021

2022 Tax Limits: What to Expect

Tax Planning
Retirement Planning
Medicare

With 2022 right around the corner, several increased income/tax limits have been released that may affect you. Below are the highlights:

Qualified Retirement

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Ken Weingarten | Nov 4, 2021

The Next 10-Year Investment Battle: What to Expect

Investment Planning
Behavioral Finance

The past decade in investment performance across equities have rewarded investors greatly. While there have been a few bumps in the past (namely the pandemic)

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