Investments & Finance Blog - Wealthspire Advisors

Blog Estate Planning Tax Planning

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2020 Update

January 27, 2020

While the large increase in the federal estate tax exemption has provided many with federal…

Blog Estate Planning Tax Planning

Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2020 Update

January 22, 2020

The bad news is that there is a Federal tax on assets that you give…

Blog Business Owners Financial Planning Risk Management & Insurance

Executive Risk Management: Tips for Playing Defense

January 2, 2020

Most executives rightly focus on their offensive strategy—saving and investing—but a defensive strategy is essential,…

Blog In the News Retirement Planning Tax Planning

The SECURE Act: What You Need to Know

December 19, 2019

On December 16, 2019, Congress agreed to a spending bill which included a law called…

Blog Financial Planning In the News

An Important Lesson from WeWork

December 17, 2019

The appeal of the company mission As a millennial, I grew up during the tech…

Blog Financial Planning Risk Management & Insurance

How Much Life Insurance Do I Need?

December 9, 2019

The prospect of our inevitable journey to the pearly gates is a tough conversation to…

Blog Estate Planning Financial Planning Tax Planning

Do I need to make gifts before the end of the year?

December 9, 2019

With all of the political uncertainty and recent changes in the tax law, our clients…

Blog Financial Planning

How to Make A Good Credit Score Better

December 1, 2019

Do you pride yourself on having a good credit score? In the world of credit,…

Blog Financial Planning

Why We Created Wealthspire Pathways

November 20, 2019

Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then…

Blog

Reflections on our New Name from our Chairman and CEO

October 29, 2019

Howard Sontag, Chairman As the founder of a firm with my own name on the…

Blog Estate Planning Tax Planning

Understanding New York’s Estate Tax “Cliff” – Updated October 2019

October 29, 2019

It has been more than six years since some dramatic changes were made to New…

Blog Financial Planning

Year-End Planning Checklist

October 24, 2019

Before the holiday madness hits, spend a few minutes to focus on year-end planning. You'll…

Blog Education Planning Financial Planning

FAFSA: Act Quickly and Strategically to Maximize Benefits

October 2, 2019

Starting October 1, this year’s Free Application for Federal Student Aid (FAFSA) is now available…

Blog Financial Planning Retirement Planning

Pre-tax or Roth 401k Contributions—That is the Question

September 24, 2019

The decision of whether to make pre-tax or Roth (after-tax) 401k contributions frequently pops up,…

Blog Financial Planning

Financial Planning for the Possibility of Incapacitation

September 23, 2019

Planning for the possibility of becoming incapacitated can be daunting. While many may have their…

Blog Financial Planning Wealth Transitions

Why Should I Sign a Prenup?

September 4, 2019

It’s not because either of you thinks the marriage won’t last To many, “prenup” (short…

Blog Financial Planning

Wealthspire Advisors Back-to-School Reading List 2019

August 26, 2019

With the start of a new school year just around the corner, we thought some…

Blog Financial Planning Risk Management & Insurance

The Life Insurance Tax Trap – And How to Avoid It

August 16, 2019

A major advantage of life insurance is a (typically) tax-free death benefit. In structuring life…

Wealth Management, Finance & Investing Blog

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2020 Update

Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2020 Update

Executive Risk Management: Tips for Playing Defense

How Much Life Insurance Do I Need?

Do I need to make gifts before the end of the year?

How to Make A Good Credit Score Better

Why We Created Wealthspire Pathways

Reflections on our New Name from our Chairman and CEO

Understanding New York’s Estate Tax “Cliff” – Updated October 2019

Year-End Planning Checklist

FAFSA: Act Quickly and Strategically to Maximize Benefits

Pre-tax or Roth 401k Contributions—That is the Question

Financial Planning for the Possibility of Incapacitation

Why Should I Sign a Prenup?

Wealthspire Advisors Back-to-School Reading List 2019

The Life Insurance Tax Trap – And How to Avoid It

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