Blog
15 Charitable Giving Pitfalls to Avoid
‘Tis the season for end-of-year charitable giving. As we build our holiday budgets, most of us take into consideration not just loved ones, but what we can give back as well. That’s especially true if we’re...
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How the Fed, Low Unemployment, and Tech Trends Shape Q4 Portfolio Strategies
The stock market thinks the Fed can pull off a “soft landing” while unemployment remains at record low levels, making it hard to kill inflation, and tech stocks are overvalued thanks to the hype around AI.
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5 Tips for Making the Most of Medicare Open Enrollment
If you're a Medicare participant, October 15 through December 7 is crucial because Medicare plans can be changed. Your health care needs could have shifted since your initial sign-up, or maybe you want a more affordable plan.
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How a Partnership Can Transform Your Practice
When you find yourself in the position of being a business owner and financial professional, doing it all can be overwhelming. Wealthspring can help.
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Being Defensively Positioned is Wise
Q2 2023 earnings season proved better than feared. Given the risk, and after such a great start to the year, we feel being more defensively positioned makes sense.
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Is a 529 Education Savings Plan Right for You?
A state-sponsored 529 plan can be a powerful vehicle to save for future education expenses. Some of the advantages include tax-free withdrawals, tax credits and flexibility.
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Why Tax Alpha Is the Way to Win
Wealthspring Financial Partners creates tax alpha by implementing tax-smart strategies, optimizing after-tax returns for clients. Partner with us for comprehensive financial planning.
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The Market Remains Optimistic While We See Signs for Caution
What happened to the recession we were supposed to have this year? Apparently, the old joke that economists have correctly predicted nine of the last five recessions still resonates.
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Strategies to Manage Cash Flow and Keep Your Business Out of Debt
Small business owners cite cash flow as a source of stress. While several factors are outside of business owners’ control, there are things you can do to manage your cash flow to put your cash to work for you.
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Financial Empowerment: What Women Should Know about Retirement
Preparing for retirement requires intentional, careful planning, and this is especially true for women. Women can face unique challenges in their retirement years, as they are more likely to live longer than men.
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Caution Is in Order for the Remainder of 2023
Growth stocks (especially tech stocks) have been the leaders so far in 2023, and we think the stock market is not discounting the many possible negative surprises.
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The Impact of Social Security Webinar Replay
In this video, Karen L. Ireland, CFP® of MFS Investment Management, discusses how retirement benefits are calculated, options for married couples and divorcees, and how taxes can your retirement plan.
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Speed Is Irrelevant if You Are Going the Wrong Direction
It appears investors have been solely focused on interest rates as the dominant factor in equity positioning. In our view, investors need to temper expectations for future returns.
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Taxes Add Up. Holistic Financial Planning Can Help.
The best financial plan targets your ultimate goals in life and takes into consideration every aspect of your financial situation to develop a roadmap to get there. That’s holistic financial planning.
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A Checklist for Spring Cleaning Your Finances
While many of us think of spring cleaning as a way to tidy up the garage and declutter our homes, it's also a good time to take a closer look at our finances. Take a fresh look and clean up these five things at least once a year.
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Richard D. Byank Jr. Joins Wealthspring Financial Partners
Wealthspring Financial Partners is pleased to announce that Richard D. Byank Jr. has joined the firm as Managing Director of Wealth Management and Financial Planning.
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By the Numbers: Tax Changes from the IRS for 2022 Filers
For the 2022 filing season, there are a few updates from the Internal Revenue Service (IRS) that all taxpayers should be aware of. As tax professionals, we track changes from the IRS and keep them top of mind.
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With A Strong Market in Q1, Optimism Leads to Caution
The stock market has had a very strong start to the year, but excessive optimism may be premature since earnings have been somewhat disappointing.
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Understanding SECURE Act 2.0
In the final days of 2022, Congress passed a new set of retirement rules – SECURE 2.0. The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.
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Lessons Learned from Market Volatility in 2022 and How to Prepare for 2023
Everything, in retrospect, is obvious. 2022 was a bad year for investors. Senior Investment Officer Stephen Galli delivers a market & portfolio update for Q1 2023. Watch the webinar replay.
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Wealthspring Acquires Parsippany-Based Financial Planning Firm Kostka Taylor
Local tax and financial planning firm Wealthspring Financial Partners announced it has acquired Kostka Taylor, LLC, in Parsippany, N.J.
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Wealthspring Expands Locations in New Jersey and New York
Wealthspring Financial Partners announced three new office locations acquired from Nisivoccia Wealth Advisors in New York City, Flemington, NJ, and Ewing, NJ.
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Zach Logan and Karen Kohl Join Wealthspring Tax Team
Wealthspring Financial Partners has hired two new certified public accountants to support its growing client base across New Jersey.
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Wealthspring Acquires Flanders-Based Accounting Firm
Wealthspring Financial Partners announced it has acquired Michael J. Rapach, Jr., accounting firm in Flanders, N.J.
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