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 [...]
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 [...]
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 [...]
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, [...]
Retirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to be divided in a divorce settlement. These assets can include 401(k)s, [...]
Capital markets provided mixed returns during the first quarter as value-style indices advanced, growth-style indices lagged and fixed income markets declined. A confluence of factors is creating both tailwinds and headwinds in the markets: Approved stimulus measures and proposed [...]
There are roughly 1.6 million residents from the tri-state area that commute to New York City on a daily basis, with many of those residents crossing state lines before arriving at their office. Given the global [...]
What’s My FICO Credit Score and How Can I Improve it? If you are applying for a new credit card, car loan or home equity loan, you may find yourself at the mercy of [...]
This is the first blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst during the pre- and post-divorce process. This blog will address how to handle tax [...]
6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and [...]
