The checklist every adviser needs to serve LGBT clients

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From Financial-Planning.com July 22nd, 2016 By Thomas Mingone Since the U.S. Supreme Court constitutionalized same-sex marriages last year, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to a plethora of financial planning strategies and workplace… Read more »

Bike Build Off

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On Wednesday, July 20th, Capital Management Group of New York held a “Bike Build Off” in which members of the firm spent an afternoon at Bowline Point Park in Haverstraw, NY building bikes for the local charity and food pantry organization, People to People of Rockland County. Nine bikes were assembled and then donated to the organization for… Read more »

Retirement Income Is Falling Short in All but These 3 States

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From Money.com  May 23rd, 2016 By Elizabeth O’Brien What do retirees in Hawaii, Alaska, and South Carolina have in common? Turns out seniors in those three states share something significant: retirement incomes that equal at least 70% of the income they earned in their working years, according to astudy released today by Bankrate.com. Incomes for… Read more »

Getting the Most Out of Your Tax Review Meetings

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From accountingweb.com, March 18th 2016 By Thomas Mingone Increasingly, we live in a do-it-yourself world. YouTube videos walk us through simple home repairs that minimize the need for plumbers and electricians. Sophisticated robo-advisor algorithms allow self-directed investors to build and automatically rebalance their own portfolios. And user-friendly tax software from the likes of Intuit and… Read more »

Here’s How to Help Your Grandkids Pay for College

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From thefiscaltimes.com, January 26th 2016 By Beth Braverman A growing number of Baby Boomers start pondering their financial legacy, helping grandchildren (and their parents) cover the skyrocketing costs of college seems like a no-brainer. Assisting with college costs is a big gift that benefits both younger generations at once, and it’s more meaningful than simply… Read more »