2024-01-19 19:04
Planning an optimal business sale requires careful consideration and understanding of various sale options and structures, as well as a thorough understanding of the sales’s effect on… Read More
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Planning To Wealth Blog
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Planning to Wealth helps guide New York City business owners and professionals on their personal financial planning journey.
2023-05-01 14:58
Real Estate Investing And Your Personal Financial PlanningOften we see polarization among the investing public between those that invest and focus their financial planning primarily in the l… Read More
2022-08-02 13:59
Summit Fever describes a phenomenon where a mountain-climber approaches the summit of a climb they become more likely to take outsized risks. The achievement of reaching the peak becomes suc… Read More
2021-07-01 06:17
I'll be honest - I didn't always give thought to the social impact of my investment choices. Like many people, I'd spend a couple minutes reading through the investment options available on… Read More
2021-04-13 06:55
You've got so much equity compensation vesting over the next several years and your income has never been better. There's just one problem: You're not happy at work, and your discontentment… Read More
2020-11-23 15:49
Most business owners and entrepreneurs face an ever increasingly competitive and rapidly changing business environment with an incredible number of issues demanding their time, focus and hea… Read More
2020-11-17 22:35
The effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual&r&hell…Read More
2020-10-28 16:02
As 2020 comes to a close, it’s an important time to revisit your financials to maximize savings, ensure you start the new year strong and to stay on track to accomplish your goals. Fro… Read More
2020-08-14 21:13
If you’re an individual with ISOs (Incentive Stock Options), you quickly learn that AMT (Alternative Minimum Tax) can become a very real consideration around exercising those options… Read More
2020-04-27 14:37
As markets have sold off from their February highs and interest rates have touched all-time lows due to the COVID-19 pandemic and economic contraction, there are unique financial planning an… Read More
2020-04-17 13:51
During the Stay Home period to combat the Coronavirus outbreak, we’ve all found ourselves with more free time. Many people have taken this as an opportunity to cultivate new interests… Read More
2020-04-13 18:51
During times of crisis and uncertainty, the best way to ensure a successful future is to reevaluate your current financial situation and properly plan. This is the time to look at your… Read More
2020-03-29 22:27
On Friday, March 27, 2020, the President signed into law the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act. As the world navigates the COVID-19 pandemic, it&rs&hell…Read More
2020-03-20 18:54
It’s an issue wealthy families have dealt with for centuries: How do I structure transferring sizable wealth through an inheritance so that wealth enhances rather than curses the next… Read More
2020-01-15 14:47
As a financial planner, a big part of my job involves planning for the major life events of my clients. Speaking from recent personal experience, there are few such events that impact you so… Read More
2020-01-07 20:49
Note: this article originally appeared on Kiplinger.Launching a business has its challenges, but there are plenty of pros, as well. Check out some of the resources available today for busine… Read More
2019-12-01 21:07
Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it. —Albert Einstein … Read More
2019-06-19 17:22
With a higher standard deduction due to the 2017 Tax Cuts and Jobs Act, contributions to charity are now non-deductible for many Americans as fewer people will be itemizing. However, you can… Read More
2019-06-05 19:11
Early in my career as an investment banker to colleges and universities, I sat in on meetings with CFOs and Treasurers of hundreds of institutions. I learned tuition rates are not based on t… Read More
2019-02-25 02:13
Given how complicated our government has made the rules and regulations around Social Security, there’s many misconceptions and myths about surrounds benefits. Here’s some action… Read More
2019-02-04 04:32
The Tax Cuts and Jobs Act of December 2017 was the most significant tax reform in decades. And while the business media has covered extensively the new tax bracket changes, the lower C… Read More
2018-12-24 16:11
Long-term trends show that divorce is increasingly expensive, time-consuming, and more frequent with divorce rates ranging from 40% to 50% depending on the state and age of the couple.  &hell…Read More
2018-12-05 14:42
When volatility increases in the markets, it’s easy to second-guess your investment plan instead of assessing it properly.The hallmark of a successful investor is the ability to f… Read More
2018-11-16 22:39
Planning to Wealth sat down with Richard Romeo, a litigation attorney with a specialty in employment law, to answer top employment questions for business owners. Romeo practices at Sal… Read More
2018-11-12 05:15
As 2018 comes to a close, it’s an important time to revisit your financials to maximize savings, ensure you start the new year strong and to stay on track to accomplish your goals. Fr… Read More
2018-11-08 14:39
Under the Tax Cuts and Jobs Act (TCJA) of 2017, there was one topic of the tax law that seemed largely unaddressed: charitable donations. That didn’t prevent several other aspects… Read More
2018-10-19 02:31
The startup environment is one of the most sought after work cultures today. With more and more people taking a different approach to building their careers breaking the mold from previous… Read More
2018-10-12 02:44
As a Peruvian expat living in New York City, friends and family are always telling me that they want to go to Peru and visit many of the popular tourist destinations my country has to offer… Read More
2018-10-03 21:16
Do you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect… Read More
2018-09-24 19:27
With the S&P 500 near all-time highs and the bull market being the longest in history, many investors are anxious and looking for ways to protect themselves for a potential upcoming bear… Read More
2018-09-07 22:44
While Dave Packard’s famous quote “more companies die from indigestion than starvation,” may or may not have rigorous data or research behind it, the point is still valid:… Read More
2018-09-01 22:40
Finding the right amount of space, the ideal location, and an inspiring aesthetic to keep employees motivated can be a tall order when hunting for office space in Manhattan. Planning t… Read More
2018-08-14 02:07
Ko Im enrolled in yoga teacher training to receive her certification shortly after moving to New York. Her practice helped her discover that there is a better state of being by staying conne… Read More
2018-06-26 14:38
For many people technology can mean the opposite of health and wellness: Long days at the office computer, video games, mindless swiping on dating apps, you name it. Despite technology… Read More
2018-06-22 04:15
It's our experience that the health savings account (HSA) is one of the most underrated and underutilized tax saving vehicles available out there, and there are some unique HSA financial pla… Read More
2018-06-03 15:08
For many people seeing the world means compromising savings, but you shouldn’t have to choose between your bank account and Bali. While you may get your fix trawling Instagram for beau… Read More
2018-05-23 15:01
A significant number of people who receive a large inheritance have little to show for it within several years. Unfortunately, most people are not prepared for the tremendous amount of… Read More
2018-04-28 23:23
the adventure begins.
Majestic mountains: check. Breathtaking beaches: check. Unforgettable hidden gems: check. Bursting at the seams with beautiful si… Read More
2018-04-28 22:17
Planning to Wealth recently sat down with Seph Skerritt, founder of online custom shirt retailer Proper Cloth to discuss entrepreneurship, how to get a business off the ground, growing and s… Read More
2018-04-03 03:00
The importance of an emergency fund. Without an adequate emergency fund, you might be forced to take on high-interest debt, sell investments in a down market, or pay taxes and penaltie… Read More
2018-04-03 03:00
The importance of an emergency fund. Without an adequate emergency fund, you might be forced to take on high-interest debt, sell investments in a down market, or pay taxes and penaltie… Read More
2018-02-13 20:03
Maximizing college financial aid eligibility for your child can be overwhelming and difficult to navigate. From lowering your “assessable assets” to considering Roth IRAs for sum… Read More
2018-01-26 05:22
Margot Machol Bisnow is a writer, wife, and mom who speaks on raising fearless, creative, entrepreneurial kids who are filled with joy and purpose. She is the author of Raising an Entreprene… Read More
2018-01-25 05:39
While most Americans visiting the Greek islands opt for sceney Mykonos or stunning Santorini, you might want to consider Corfu. Located in the Ionian sea, Corfu holds its own as a beau… Read More
2018-01-24 22:45
For most people, their home is likely the biggest investment they’ll ever make. So, how much of a home can one afford? Most people start by asking their mortgage brok… Read More
2018-01-24 04:29
While many of the changes to the tax code have been covered by mainstream media, including the bracket changes, the increase in the standard deduction, the elimination of personal exemptions… Read More
2018-01-20 05:28
Bruce Miller had a stellar 30-year career at the Bank of New York Mellon, rising from college intern to one of the youngest Managing Directors in the bank's history at age 31, before retirin… Read More
2018-01-20 05:07
While the vast majority of Americans won't have a taxable estate ($22.4 million per couple under the 2018 Tax Cuts and Jobs Act) when they pass away, a little bit of estate planning with an… Read More
2018-01-20 04:50
While selling a business can be a time-consuming, complicated, and emotional process, the personal and financial rewards can be profound for a business owner. The key ingredient for su… Read More
2018-01-14 00:17
One of the most important financial decisions a retiree can make is determining which assets should be withdrawn to fund everyday life. The optimal distribution strategy would minimize… Read More
2018-01-11 05:48
So, you’ve decided that you need the help of a financial advisor to make progress on your financial goals, avoid financial pitfalls and/or manage your money. As you begin collecting re… Read More
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