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May 2025 A Mid Year Review

Christopher Licata

Tuesday, May 20, 2025

May 2025 A Mid Year Review I hope Spring finds everybody doing well! I have spoken to many of you recently as I transitioned my broker dealer affiliation from LPL to Cetera Advisors. I cannot tell you how much I appreciate your...

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k),...

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime. And even in...

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

Charity and philanthropy are two terms related to giving that are often used interchangeably, even though they differ. While the difference is subtle, it is essential to understand the differences between charity and philanthropy in...