Blog

Chief Investment Officer Stephen Galli presents financial market and portfolio updates for Q3. This client webinar was produced by Wealthspring Financial Partners in partnership with Nisivoccia Wealth Advisors.

Understanding Tax Preparation vs. Tax Planning

Charles Boniface, CPA, CFP®

Thursday, September 12, 2024

I often hear the terms “tax preparation” and “tax planning” used interchangeably. While both play important roles in managing your financial affairs, they are two very different areas of finance when it comes to their timing, purpose and im

Chief Investment Officer Stephen Galli presents financial market and portfolio updates for Q3. This client webinar was produced by Wealthspring Financial Partners in partnership with Nisivoccia Wealth Advisors.

3 Reasons Why You Need a Financial Advisor

Richard D. Byank Jr., CFP®, ChFC®, APMA®, CRPC®

Monday, July 29, 2024

Navigating the financial landscape can be overwhelming, especially when you're juggling multiple financial goals and responsibilities. Whether you're planning for retirement, managing investments, or looking to minimize your tax liability,

Stay on Track: The Essential Mid-Year Financial Check-In

Diane DeOliveira, CFP®, AIF®, CRPS®

Tuesday, June 4, 2024

As the year progresses, it's easy to get caught up in the day-to-day demands of life and forget about the financial goals you set at the beginning of the year. However, taking the time to evaluate your financial situation and make necessary

Partnering May Be Key to Growing Your Tax Practice and Avoiding Burnout

Anna Perasso

Monday, May 20, 2024

Wouldn’t it be nice to be the firm your community goes to for all financial needs – not just taxes? As it is, your clients probably ask to offer financial advice for navigating life’s momentous changes, investment strategies, retirement...

From 20s to Golden Years: 9 Retirement Planning Tips for Women

Mary Salas, CPA, PFS

Monday, April 8, 2024

Women face unique challenges, such as longer life expectancies, career breaks, and lower wages on average. However, with thoughtful planning and dedication, it's entirely possible to meet these challenges head-on and secure peace in your go

Local tax and financial planning firm Wealthspring Financial Partners announced it has formed a strategic partnership with Center for Financial Strategies, LLC an accounting and wealth management firm in New Hope, PA.

US Growth Outlook, the Fed and Spending Shape Q1 Portfolio Strategies

Stephen Galli, CFP®, CPWA®

Tuesday, February 27, 2024

The Highlights: The U.S. Consumer will be the last domino to fall before any recession The Fed is in restrictive territory - the question of how much they may cut rates is less important than the fact that they will begin to cut a...

Tax and financial planning firm Wealthspring Financial Partners announced it has acquired Peak Wealth Strategies, in Denver, CO.  

Love & Finances: 6 Ways to Protect Your Money

Diane DeOliveira, CFP®, AIF®, CRPS®

Tuesday, February 6, 2024

This article offers advice on financial harmony with your partner, covering knowing each other's financial views, creating a joint plan, discussing agreements, merging finances, having regular money talks, and when to call in pros.

Dramatic 2026 Estate and Gift Tax Changes: Frequently Asked Questions

Joe Policastro, CPA

Tuesday, January 9, 2024

Stay ahead of the 2026 estate and gift taxation changes with these frequently asked questions that shed light on estate planning, the significance of the 2026 Estate and Gift Tax Sunset, and strategies to protect your assets.

Building a Business Succession Plan from Vision to Transition

Damien J. Paumi, CFP®, AIF® CRPC, CPFA®

Wednesday, December 6, 2023

The beauty of succession planning is that it's not just about retirement or selling your business. It's about making your business more resilient. Often, the process of planning for the future can make your business stronger.

15 Charitable Giving Pitfalls to Avoid

Karen Kohl, CPA

Monday, November 6, 2023

‘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...

How the Fed, Low Unemployment, and Tech Trends Shape Q4 Portfolio Strategies

Stephen Galli, CFP®, CPWA®

Thursday, October 26, 2023

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.

5 Tips for Making the Most of Medicare Open Enrollment

Diane DeOliveira, CFP®, AIF®, CRPS®

Wednesday, October 4, 2023

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.

How a Partnership Can Transform Your Practice

Anna Perasso

Monday, September 25, 2023

When you find yourself in the position of being a business owner and financial professional, doing it all can be overwhelming. Wealthspring can help.

Being Defensively Positioned is Wise

Stephen Galli, CFP®, CPWA®

Wednesday, August 30, 2023

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.

Is a 529 Education Savings Plan Right for You?

Diane DeOliveira, CFP®, AIF®, CRPS®

Tuesday, August 15, 2023

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.

Why Tax Alpha Is the Way to Win

Damien J. Paumi, CFP®, AIF® CRPC, CPFA®

Wednesday, July 26, 2023

Wealthspring Financial Partners creates tax alpha by implementing tax-smart strategies, optimizing after-tax returns for clients. Partner with us for comprehensive financial planning.

The Market Remains Optimistic While We See Signs for Caution

Stephen Galli, CFP®, CPWA®

Wednesday, July 19, 2023

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.

Strategies to Manage Cash Flow and Keep Your Business Out of Debt

Brendan Gross, CPA, MBA

Thursday, June 15, 2023

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.

Financial Empowerment: What Women Should Know about Retirement

Diane DeOliveira, CFP®, AIF®, CRPS®

Monday, May 22, 2023

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.

Caution Is in Order for the Remainder of 2023

Stephen Galli, CFP®, CPWA®

Thursday, May 18, 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.

Speed Is Irrelevant if You Are Going the Wrong Direction

Stephen Galli, CFP®, CPWA®

Friday, April 28, 2023

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.

Taxes Add Up. Holistic Financial Planning Can Help.

Diane DeOliveira, CFP®, AIF®, CRPS®

Wednesday, April 26, 2023

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.

A Checklist for Spring Cleaning Your Finances

Diane DeOliveira, CFP®, AIF®, CRPS®

Wednesday, March 29, 2023

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. 

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.

By the Numbers: Tax Changes from the IRS for 2022 Filers

Brendan Gross, CPA, MBA

Thursday, March 2, 2023

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.

With A Strong Market in Q1, Optimism Leads to Caution

Stephen Galli, CFP®, CPWA®

Tuesday, February 21, 2023

The stock market has had a very strong start to the year, but excessive optimism may be premature since earnings have been somewhat disappointing.

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.

Lessons Learned from Market Volatility in 2022 and How to Prepare for 2023

Stephen Galli, CFP®, CPWA®

Tuesday, January 24, 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.

Local tax and financial planning firm Wealthspring Financial Partners announced it has acquired Kostka Taylor, LLC, in Parsippany, N.J.

Wealthspring Financial Partners has hired two new certified public accountants to support its growing client base across New Jersey.

Wealthspring Financial Partners announced three new office locations acquired from Nisivoccia Wealth Advisors in New York City, Flemington, NJ, and Ewing, NJ.

Wealthspring Financial Partners announced it has acquired Michael J. Rapach, Jr., accounting firm in Flanders, N.J.