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As the divorce process proceeds, you will be presented with options and action items. It is important to consider the tax costs/savings that result from such choices: from splitting financial accounts to claiming child tax credits. A certified divorce financial analyst could preview your options and provide guidance. This article describes some situations which may […]

As the divorce process proceeds, you will be presented with options and action items. It is important to consider the tax costs/savings that result from such choices: from splitting financial accounts to claiming child tax credits. A certified divorce financial analyst could preview your options and provide guidance. This article describes some situations which may […]

Our Trends 2021 webinar is segmented into 6 short parts. Please register below to watch it. Please ask us any questions; or comment where you learned about our webinar.  

Our Trends 2021 webinar is segmented into 6 short parts. Please register below to watch it. Please ask us any questions; or comment where you learned about our webinar.  

Our Trends 2021 webinar is segmented into 6 parts. Watch continuously, or skip to your preferred topics (click ☰ in the top right of the player). Ask us your questions using the form to the right.  

Our Trends 2021 webinar is segmented into 6 parts. Watch continuously, or skip to your preferred topics (click ☰ in the top right of the player). Ask us your questions using the form to the right.  

Today’s topic is risk profiling for your portfolio.This is a very personal component of your investment experience. Your risk preferences are likely different than mine, or your neighbors, your colleagues, or your spouse.It’s really like a fingerprint for your investment process. So let’s focus on the three risk components of risk: Risk capacity: can you […]

Today’s topic is risk profiling for your portfolio.This is a very personal component of your investment experience. Your risk preferences are likely different than mine, or your neighbors, your colleagues, or your spouse.It’s really like a fingerprint for your investment process. So let’s focus on the three risk components of risk: Risk capacity: can you […]

We have a lot of clients with real estate interests and ask which is better-real estate in REIT form, real estate in private equity, or direct real estate ownership. Each has pluses and minuses-direct real estate ownership allows: Different ownership structures, tax flexibility and depreciation and passive activity losses in the year of sale, leverage. […]

We have a lot of clients with real estate interests and ask which is better-real estate in REIT form, real estate in private equity, or direct real estate ownership. Each has pluses and minuses-direct real estate ownership allows: Different ownership structures, tax flexibility and depreciation and passive activity losses in the year of sale, leverage. […]

This video goes out to the pre-retirees – today’s topic is the 4% rule for your retirement assets. What is the 4% rule for distributions from retirement assets? The rule states that once you enter retirement, you can safely withdraw 4% from your retirement accounts and still maintain those accounts throughout a 30-year retirement. From […]

This video goes out to the pre-retirees – today’s topic is the 4% rule for your retirement assets. What is the 4% rule for distributions from retirement assets? The rule states that once you enter retirement, you can safely withdraw 4% from your retirement accounts and still maintain those accounts throughout a 30-year retirement. From […]

Today’s topic is “What are closed end funds and how do they differ from ETFs”.   Exchange-traded funds – It’s a security that trades like a stock, in real time on an exchange, generally has passive management, historically meant to track an index, low expense ratio.   They come in a host of flavors in […]

Today’s topic is “What are closed end funds and how do they differ from ETFs”.   Exchange-traded funds – It’s a security that trades like a stock, in real time on an exchange, generally has passive management, historically meant to track an index, low expense ratio.   They come in a host of flavors in […]

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

During your divorce, it is important to understand the ins and outs of employment compensation packages — both your own and your spouse’s. Besides wages, employee compensation may include cash bonuses, stock options, restricted stock and restricted stock units. Such awards may be used to reward past performance or to incentivize the employee in the […]

During your divorce, it is important to understand the ins and outs of employment compensation packages — both your own and your spouse’s. Besides wages, employee compensation may include cash bonuses, stock options, restricted stock and restricted stock units. Such awards may be used to reward past performance or to incentivize the employee in the […]

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.