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.
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 […]
New Stimulus Deal: Part II – Key Takeaways for Businesses
January 15, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the CARES Act, modifies and extends existing programs, and ends a few key programs. Tune in to Part 2 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key highlights of the stimulus that impacts […]
New Stimulus Deal: Part I – Key Takeaways for Individuals
January 8, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the Cares Act, modifies and extends existing programs, and ends a few key programs. Watch Part 1 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key points of the bill that will impact […]