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203-966-1212Posted on August 30th, 2017 by Carl Bulgini
Who considers a 700-point decline in the stock market a ‘good time’? Certainly not the millions of Baby Boomers on the verge of retirement with underfunded 401(k)s. And certainly not new Millennial investors. No sooner do they overcome their market wariness to venture into stocks, than they see their small holdings get smaller. At moments […]
Posted on August 30th, 2017 by Carl Bulgini
Year after year, getting healthy is a top New Year’s resolution for Americans, while saving more and spending less typically ranks lower on the list of priorities. While many people will purchase gym memberships they may never use, taking steps to improve financial wellness is a resolution worth pursuing, and sticking to. Saving more and […]
Posted on September 20th, 2016 by Carl Bulgini
It may have been advantageous for you to set up a trust years ago, but suppose your circumstances have changed. Are you unconditionally locked into the trust for a term of years or could you undo it? And, if it is legally permissible to shut down the trust, should you do it? The first question […]
Posted on September 19th, 2016 by Carl Bulgini
From a tax perspective, a dream retirement account probably would encompass three elements: Contributions to the account would be tax-deductible. Accumulation of earnings within the account would be tax-deferred. Distributions from the account would be tax-free. Of course, there’s no such animal, but various types of accounts can deliver two of those three elements. And […]
Posted on March 21st, 2016 by Carl Bulgini
Traditionally, the end of the year is the time when wealthy individuals give gifts to other family members, especially to children who are likely to be in lower tax brackets. Not only does such gift-giving coincide with the holiday season, it also lets you beat the deadline for using the annual federal gift tax exclusion. […]