Divorce and Money: Common Pitfalls to Avoid

There are several financial issues that should be carefully considered during divorce. For example, workplace retirement accounts like 401(k)s and pensions must be divided pursuant to a qualified domestic relations order (QDRO). Also, student loans taken out before marriage and then repaid with marital funds may provide an opportunity to claim a credit when negotiating […]

Matt McKee Quoted on FinanceandMarkets.com

SICounsel advisor Matt McKee has been quoted in the article “6 Reasons Why Your Efforts To Save Are Not Adding Up” on FinanceandMarkets.com.  Click the link here to read the full article.

Should You Get a Divorce Now or Later?

A divorce completed in 2019 has different tax consequences than one completed in 2018. This is a result of the Tax Cuts and Jobs Act of 2017 which included some changes that affect divorcing couples making 2018 the last year when alimony is deductible to the paying spouse and taxable to the receiving spouse. This could affect the negotiation of […]

SICounsel North Fork Office Opening, Headed by New Financial Advisor

Samalin Investment Counsel is pleased to announce the opening of our North Fork Office, headed by new financial advisor Matthew P. McKee, CFA.  Matthew is an investment professional with a unique combination of experiences in both asset management and healthcare finance. His 14 years of professional experience in finance includes working for Gabelli Funds, Farallon […]