Investor's Business Daily September 15, 2021 - Mallon FitzPatrick, CFP® was featured in an Investor's Business Daily piece by Paul Katzeff "17 Defensive Steps For Avoiding Possible Biden Tax Increases". Mallon shared “Maximize charitable giving
financial planning
An Expensive Surprise for Rich Heirs Lurks Inside the Democrats’ Tax Plan
Bloomberg September 14, 2021 - Mallon FitzPatrick was featured in Bloomberg’s article “An Expensive Surprise for Rich Heirs Lurks Inside the Democrats' Tax Plan”, which discusses the proposal that aims to upend how the wealthiest 0.1% of Americans
Bombshell tax draft throws curveball at retirement plans, inheritances, levies on the rich
Financial Planning September 13, 2021 - Mallon FitzPatrick talks to Lynnley Browning from Financial Planning discusses the latest tax proposals, throwing a curveball for retirement plans, inheritances and levies on the rich. Read Mallon’s
Mid-Year Check Up: Does Your Portfolio Pass the Wellness Test?
August 25, 2021 by Mallon FitzPatrick With the mid-year mark in our rearview mirror, there are reasons to be optimistic about our pandemic economic recovery, which has shifted into an expansion phase and could gain steam in the coming
Mallon FitzPatrick on TD Ameritrade
August 24, 2021 Mallon FitzPatrick joined ‘Market Overtime with Nicole Petallides to discuss to discuss the importance of emergency funds to guard against unforeseen challenges and creating a budget for liquidity. Watch Mallon’s full interview on
The Best Laid Plans…Are Usually Estate Plans
By Mallon FitzPatrick June 16, 2021 There are many things that catch us off guard. Estate planning should not be one of them. Some may think of estate planning as an open-and-shut financial assessment, where designated boxes are checked during
Having ‘The Talk’ with an Aging Parent Doesn’t Have to be Grim
By Mallon FitzPatrick May 17, 2021 Recently, we discussed the psychological hurdles associated with “letting go,” or making the decision to begin transitioning wealth to the next generation as the final years of life draw near. The
It’s Not Just the Really Wealthy Who Face Tax Increases
NYTimes By Paul Sullivan, April 30, 2021 Mallon FitzPatrick weighs in on President Biden’s proposed capital gains tax increase and explains why it may be impacting more than just the affluent. Read Mallon’s insights
Biden’s plan for inherited real estate may impact more people than just the wealthy
CNBC.com By Kate Dore, April 29, 2021 Mallon FitzPatrick weighs in on President Biden’s plan for inherited real estate and what estate planning strategies you can take. Read his insights here. Disclosure Investment advisory
Answering an Age-Old Investor Question: Do I Live in the Wrong State?
By Mallon FitzPatrick, April 9, 2021 One of the perennial worries that seem to nag at investors is whether they are hemorrhaging money by living in the wrong state. Some believe, rightly or wrongly, that the tax structures of their home state cost
