February 20, 2024 - Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth
wealth planning
2023 End of Year Wealth Planning Webinar
October 19, 2023 - Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 - Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding
Wealth Transfer: The Clock is Ticking
As published in Rethinking65 By Mallon FitzPatrick and Alicia Denton March 30, 2023 - Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have
6 of the Worst Assets to Inherit
December 31, 2022 - Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained
Here’s What You Need to Know About Year-End Planning Heading Into 2023
By Mallon FitzPatrick October 31, 2022 - There is little any individual can do about 2022’s market volatility or high inflation, escalating geopolitical conflicts, and rising interest rates adding fuel to the fire. However, you can strive to
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 - You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently
Delivering ‘Wealth Planning Alpha’
A holistic approach can help advisors demonstrate the tangible and intangible value of services to clients and prospects. By Mallon FitzPatrick As published in Rethinking65 October 4, 2022 - Alpha is a term typically reserved for investing,
Newman’s Own Lawsuit Underscores Pitfalls of Family Foundation Planning
Transparent communication now could mean fewer legal headaches in the future. By Alicia Denton, CFP® September 26, 2022 - A recent legal battle over the control of a prominent charitable organization exemplifies the need for proactive estate
Wealth Planning Doesn’t Require Rules of Thumb
By Mallon FitzPatrick, CFP® July 29, 2022 - Generally speaking, rules of thumb exist to simplify life. There’s no sense in trying to reinvent the wheel after someone already went through the process of trial and error that spawned the rule in the
