Retirement Assets in a Divorce Settlement
This is the fourth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions about retirement asset division in divorce. A podcast version of this blog [...]
Common Alimony Questions
This is the third blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions around alimony. A podcast version of this blog series can be found [...]
Buying a house is a great investment — if you need a home
Round Table Wealth Management's Michael Fischer was recently quoted in an article by Mortgage Reports discussing real estate investing. Michael comments on when you should consider buying versus renting and whether or not a primary residence should be considered an investment. Click here to read [...]
Divorce and Credit Scores
This is the second blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will explain how to address your credit score after divorce. A podcast version of this [...]
Keep Eye on Biden Tax Plan When Financial Planning
Round Table Wealth Management's Michael Fischer recently published an article with the Pennsylvania Institute of CPAs discussing many of the Biden administration's tax proposals including changes to federal estate tax exemptions, increases to marginal tax rates, increasing long-term capital gains rates on high earners and [...]
Non-Profits: Planned Giving Strategies for Donors
The outbreak of COVID-19 had a devastating impact across the world in 2020, but perhaps the impact has been felt the most by nonprofits and charitable organizations. Due to the stay-at-home restrictions and resulting economic consequences, fundraising efforts for nonprofits and charitable organizations have been greatly [...]
Women of Clarity Taking Financial Control in 2021: Q1
Whether you are a young mother, career woman, entrepreneur, trusting wife, divorcee, or widow – chances are you share the same concerns: Do I have enough? Will my money last? How can I feel more confident with my money?
2020 Year-End U.S./UK Tax Planning
U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming.
Women of Clarity “The Power of Purpose” 3-Part Webinar Series
“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.
Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Taylor Thomas, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.
Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.
Financial Planning and Insurance Issues for Professionals who Work with Global Families
The 2020 election and the COVID-19 pandemic have coincided to create a unique opportunity for high net worth individuals. With current valuation discounts at relative highs and interest rates at all time lows, significant opportunities exist to transfer wealth to future generations.
Quarterly Review – Second Quarter 2016
The morning after the Brexit referendum confirmed the “Leave” victory, Bloomberg News ran an article titled, “Can we talk about last night?” And as funny as it is to compare the referendum decision to a one-night stand, the implications of Brexit will last far longer than until the new [...]
