The State-Level Estate Tax Trap: A Closer Look at Massachusetts (and Other States) That Deserve Your Attention
The State-Level Estate Tax Trap: A Closer Look at Massachusetts (and Other States) That Deserve Your Attention By Anthony Criscuolo, CFP® When most people hear the term estate tax, they assume it is a concern only for the ultra-wealthy. That assumption is understandable as the federal estate tax exemption is currently $15 million per person […]
Your Child Just Turned 18 – Now What? A Parent’s Guide to the Financial, Legal, and Practical Transition to Adulthood
Your Child Just Turned 18 – Now What? A Parent’s Guide to the Financial, Legal, and Practical Transition to Adulthood By Julie Price, CPA* One day you’re signing permission slips, scheduling doctor’s appointments, and helping with homework. The next, your child turns 18 and becomes a legal adult. While birthdays are celebrated with cake and […]
Estate Tax & Portability: How a Form 706 Filing May Save Your Family Millions
Estate Tax & Portability: How a Form 706 Filing May Save Your Family Millions By Meredith Pender, CPA* For many affluent families, it is easy to assume federal estate taxes are unlikely to ever become an issue. Under current law (2026), the federal estate tax exemption is $15 million per person, indexed for inflation, allowing […]
Direct Indexing: Prudent Investment Strategy with Tax Benefits
Direct Indexing: Prudent Investment Strategy with Tax Benefits By Anthony Criscuolo, CFP® For decades now, many investors and professional advisors have been using low-cost index funds as an efficient way to gain broad market exposure and build a diversified portfolio. This is a great investment strategy! Indexing solutions have evolved over time and have helped […]
Mid-Year Market Review – Actually a Little Longer: One Hundred Years of Stock Market History & What Investors Should Actually Learn
Mid-Year Market Review – Actually a Little Longer: One Hundred Years of Stock Market History & What Investors Should Actually Learn By Anthony Criscuolo, CFP® Happy Birthday America! I hope everyone had fun celebrating our 250th birthday this past weekend. As the calendar moves into July, I usually write a quick market update with a […]
SpaceX, IPOs, and the Danger of Buying the Story
SpaceX, IPOs, and the Danger of Buying the Story By Anthony Criscuolo, CFP® Every generation eventually convinces itself that one company is simply too extraordinary for valuation to matter. SpaceX investors beware. In the 1970s it was the Nifty Fifty. In the late 1990s it was Cisco and the internet. More recently it has been […]
Quarterly Estimated Taxes: How High-Income Earners Avoid April Surprises
Quarterly Estimated Taxes: How High-Income Earners Avoid April Surprises By Robinson Mertilus, CFP® For high income W-2 earners, it’s never fun to be surprised by a big tax bill in April after paying in throughout the year. We find that this is especially common among physicians, engineers, tech professionals and other high-income W-2 earners with […]
Investing in Private Markets: A Prudent Approach
Investing in Private Markets: A Prudent Approach By: Anthony Criscuolo, CFP® For decades, investing meant buying publicly traded stocks and bonds. Sometimes directly, often through mutual funds and exchange traded funds (ETFs). That was where the vast majority of investable companies lived, and for most investors, it was enough. The world has changed. Today, a […]
Iran, War, Markets and Oil – Scary Times Or Opportunity?
Iran, War, Markets and Oil – Scary Times Or Opportunity? By Raj Chokshi, CPA, MBA, CFP® With conflict dominating the news cycle, I wanted to share some perspective that I hope you’ll find reassuring. It’s natural to look at headlines about war and wonder what it means for your financial future. The instinct to protect […]
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