Financial Planning Services




Insurance Linked Securities: A Great Diversifying Asset Class
 

Insurance Linked Securities: A Great Diversifying Asset Class

Posted: July 20, 2016
Insurance linked securities (ILS) have been around for more than two decades, but they have only recently become available to some retail investors. This article will serve as an introduction to the ILS asset class and provide a starting point for your due diligence.


The Accidental Investment Adviser
 

The Accidental Investment Adviser

Posted: May 9, 2016
Here are common claim scenarios and risk management tips CPAs can use to prevent professional liability claims.


The Scourge of Elder Financial Abuse
 

The Scourge of Elder Financial Abuse

Posted: April 12, 2016
One hot topic that may have flown under your radar while processing a mountain of tax returns and meeting with a multitude of clients is elder financial abuse.

Choosing a Lump Sum or an Annuity
 

Choosing a Lump Sum or an Annuity

Posted: February 18, 2016
Exactly how do you determine the better deal from getting a monthly stream of payments for life (and possibly a spouse’s life also) or getting a large cash payment?

Same-Sex Marriage, Divorce and Prenuptials
 

Same-Sex Marriage, Divorce and Prenuptials

Posted: October 12, 2015
All couples entering into a marriage need to be educated and should consider all of the important factors that may affect them now or in the future. Same-sex couples will need to work through the same hurdles faced by any divorcing couple and will have to follow the same basic rules for alimony, support and equitable distribution.

Financial Planning Across State Lines
 

Financial Planning Across State Lines

Posted: October 5, 2015
As our New Jersey client base is slowly eroding and migrating, today’s technology makes it easier and easier to maintain our relationships without having to set up shop in myriad states.