Matthew T. Prifti

This article, “Key Points in the President’s 2015 Budget Proposal,” highlights some of the more important provisions of the president’s proposal and offers thoughts on what things might look like if these changes were to be enacted.

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income.

Today’s economic landscape is forcing us to reconsider what we thought we knew about diversification.

Making lifetime gifts can be an effective way to reduce the estate tax burden; however, giving up control of the assets is not something with which many feel comfortable. But what if you didn’t have to give up complete control of your assets