Advisors help a couple determine how to diversify plus leave assets to children and charity. By Mallon FitzPatrick and Alicia Denton, As published in Rethinking65 December 16, 2021 - There is perhaps no better illustration of the power of
financial planning
Here’s why millions of affluent investors can relax about the tax bill
November 30, 2021 - Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were
Behavioral finance can help advisors guide clients to better decisions, experts say
November 15, 2021 - Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can't always change behavior. If you think that it will negatively
Time for Holiday Cheer And … Year-End Planning
By Mallon FitzPatrick November 8, 2021 - There is little you can do to quash unwanted tax proposals or quell turbulent market events, but you can take steps to ensure your wealth is fortified against these external forces, synched up to major
Everything You Need to Know About Long Term Care (LTC) Coverage
Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care. By Mallon FitzPatrick, As published in Rethinking65 October 12, 2021 - Covering the costs of health and personal care needs in
Smart Ways To Help Clients See What Comprehensive Planning Entails
By Morey Stettner, Investor's Business Daily October 1, 2021 - Lauren Sigman was featured in an Investor's Business Daily’s story on “Smart Ways To Help Clients See What Comprehensive Planning Entails.” Lauren shared her approach: “Instead of
Tax Moves Advisors Should Be Making Before Year’s End
By Jeff Stimpson, Financial Advisor Magazine September 27, 2021 - Mallon FitzPatrick shares his top tax moves high-income earners should be making before year’s end a recent Financial Advisor Magazine piece. Mallon “advises an outright gift to
How the Wealthy are Preparing for Higher Taxes
By Annie Nova, CNBC September 25, 2021 - Mallon FitzPatrick, Principal and Managing Director was featured in a piece for CNBC by Annie Nova discussing “how the wealthy are preparing for higher taxes.” Mallon shared several insights
Mallon FitzPatrick on TD Ameritrade
September 23, 2021 - Mallon FitzPatrick, CFP® rejoined TD Ameritrade Network ‘Market Overtime’ with Nicole Petallides to discuss who the most recent taxproposal is going to impact the most and which strategies should be considered before the
American Families Plan Tax Proposals Published September 13, 2021 – Actions to Consider
By Mallon FitzPatrick September 20, 2021 - On September 13, 2021, the House Ways and Means Committee released a draft legislation that proposes tax increases and tax cuts. It is important to keep in mind that this draft legislation is
