The Changing World Of Estate Planning
Estate tax rules continue to be a moving target. The federal estate and gift tax exemption stands at $5 million in 2012, with any assets above that threshold taxable at ... View Full Article ►
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Greg Erwin
Sapient Private Wealth Management
Growing up I was always a smaller kid playing sports. I decided then I would show up every day and ...
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Donald R. Dion
Dion Money Management, LLC
I started managing my family’s assets when I was practicing law and accounting in Boston 33 years ago because I ...
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Janelle M. Fumerola
JFS Wealth Advisors
In my world, service comes first. This means servicing my clients no matter where they come from and where they ...
Knowledge Center
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Saving For College? 529 Plan May Be The Best Option
Aside from planning for retirement, saving for your children’s college education may be the most important investment task you undertake. A college degree has become a prerequisite for many jobs, ... View Full Article ►
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Five Topics to Consider When Discussing Executive Compensation
Understanding some of the most common concepts and structures in the area of executive compensation is essential to evaluating and maximizing the overall value of a compensation package. If you ... View Full Article ►