Mid-Year Check Up: Does Your Portfolio Pass the Wellness Test?
August 25, 2021 by Mallon FitzPatrick With the mid-year mark in our rearview mirror, there are reasons to be optimistic about our pandemic economic recovery, which has shifted into an expansion phase and could gain steam in the coming months. But that doesn’t mean you can become lax when it comes to financial health. We […]
Mallon FitzPatrick on TD Ameritrade
August 24, 2021 Mallon FitzPatrick joined ‘Market Overtime with Nicole Petallides to discuss to discuss the importance of emergency funds to guard against unforeseen challenges and creating a budget for liquidity. Watch Mallon’s full interview on @TD Ameritrade Network here.
The Best Laid Plans…Are Usually Estate Plans
By Mallon FitzPatrick June 16, 2021 There are many things that catch us off guard. Estate planning should not be one of them. Some may think of estate planning as an open-and-shut financial assessment, where designated boxes are checked during a professional planning meeting and files are neatly stored away until it is time to transfer […]
Having ‘The Talk’ with an Aging Parent Doesn’t Have to be Grim
By Mallon FitzPatrick May 17, 2021 Recently, we discussed the psychological hurdles associated with “letting go,” or making the decision to begin transitioning wealth to the next generation as the final years of life draw near. The transition, as we pointed out, is necessary for anyone who wants to mitigate a potentially large tax liability […]
It’s Not Just the Really Wealthy Who Face Tax Increases
NYTimes By Paul Sullivan, April 30, 2021 Mallon FitzPatrick weighs in on President Biden’s proposed capital gains tax increase and explains why it may be impacting more than just the affluent. Read Mallon’s insights here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does […]
Biden’s plan for inherited real estate may impact more people than just the wealthy
CNBC.com By Kate Dore, April 29, 2021 Mallon FitzPatrick weighs in on President Biden’s plan for inherited real estate and what estate planning strategies you can take. Read his insights here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific […]
Answering an Age-Old Investor Question: Do I Live in the Wrong State?
By Mallon FitzPatrick, April 9, 2021 One of the perennial worries that seem to nag at investors is whether they are hemorrhaging money by living in the wrong state. Some believe, rightly or wrongly, that the tax structures of their home state cost them dearly, whether income taxes, property taxes or deductions are to blame. […]
Financial Spring Cleaning: 9 Post-Pandemic Tips To Spruce Up Your Budget
Forbes By Brett Holzhauer on April 7, 2021 As the economy reopens, and you begin to spring clean your finances, Mallon FitzPatrick advises all to remember to budget for activities you were forced to give up in 2020. Read his post-pandemic budgeting tips here.
Executive Compensation Series: Other Types of Compensation
March 5, 2021 – Frankie Corrado discusses other types of compensation plans like non-qualified deferred compensation and employee stock purchase plans and financial planning considerations to keep in mind. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be construed as […]
Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 – Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing experience. It is also a potentially hazardous endeavor, as it often entails […]
Executive Compensation Series: Restricted Stock
Feb 26, 2021 Frankie Corrado discusses Restricted Stock – what it is and important financial planning strategies that can be used to help you build your wealth. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be construed as investment, tax or […]
Executive Compensation Series: Incentive Stock Options
Frankie Corrado talks about Incentive Stock Options (ISO) and some financial planning considerations. Learn from real life examples and how Incentive Stock Options could potentially fit into your financial plan. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be […]