What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 – Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and unwind; for many, the process continues well into retirement itself. Fortunately for high-income earners, there is […]
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
November 2, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick said. “Wait a month [after the initial contribution] and then move the funds.” Read the full piece here.
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Should You Leave an IRA to a Trust?
As published in Rethinking65 By Mallon FitzPatrick, CFP® There are ample upsides to designating a trust as a beneficiary but it’s not a one-size-fits-all solution. Traditionally, many IRA accountholders designate family members as beneficiaries of their retirement accounts. Naming a beneficiary avoids the probate process and allows a seamless transfer of assets to the intended […]
Preparing Clients For The Risk Of Cognitive Decline
September 21, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine ‘Preparing Clients For The Risk Of Cognitive Decline.’ “Frequent driving accidents, medication errors, and impulsive behavior,” FitPatrick warned that the signs may be more serious. “These types of changes can translate into erratic and reckless financial decisions.” Read the […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]
2023 Mid Year Outlook Webinar
July 25, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the year. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
The Best Gift for Recent College Grads
By Mallon FitzPatrick As published in Rethinking65 July 6, 2023 – Summer is here, and with it, a fresh flock of college graduates eager to assert their independence and embark on a new chapter of their lives. Many advisors and investors are parents or grandparents to these young achievers and are surely brimming with pride. […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute […]
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 – High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer tax-advantaged investing that may fund future healthcare expenses and combat increasing medical costs. Like all retirement vehicles, HSAs […]
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 – Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding not to have children is the substantial cost required to raise […]