Register for Client Education Seminar. Learn More »


Opportunity Zone Investing with Silverstein Properties (Developer of One World Trade Center)

by Frederick P. Baerenz, AIF®

A few weeks ago, Fred had the opportunity to meet with Executives from Silverstein Properties. Silverstein is best known for acquiring the World Trade Center seven weeks before the 9/11 terror attacks and spending the next two decades rebuilding the hallowed site. They are doing the real estate development work for one of the funds we utilize for Opportunity Zones. Click the link below to hear more on this meeting from our president and CEO Fred Baerenz:

Qualified Charitable Contributions

by Jim Ortlip, CFP ®

We recently produced a blog post extolling the virtues of using appreciated capital assets to fund your charitable intentions. In this post, we will introduce the reader to the Qualified Charitable Distribution (QCD). A QCD allows an IRA account owner to contribute a part or all of their Required Minimum Distribution (RMD) to a charitable endeavor.

Why Long-Term Care Matters

by Joe Yoon, CFP ®, CIMA ®


The current statistic is that if you are turning 65 today, you have a 70% chance of needing a long-term care facility.  


How much money do you need to retire?

by Joseph S Yoon, CFP®, CIMA®

Over there years, there have been a many of pieces/articles/calculators that will help you get to your “retirement number.” The calculation outlined by Jared Dillian is the first time I’ve seen one that is simple and makes sense: it’s all about the value of your house. The income you will need annually is 30% of your home value. The savings you will need is that projected annual income, divided by 0.04.