by Leslie Marenco | Oct 14, 2016 | Articles, Celebrity Estates, High Net Worth, IRAs / 401(k), IRS, Uncategorized
In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release his tax returns. What can you...
by Leslie Marenco | Aug 12, 2016 | Articles, Estate Planning, IRAs / 401(k)
If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what you are supporting in the world. If...
by Leslie Marenco | Mar 25, 2016 | Articles, Income Tax, IRAs / 401(k), IRS
Did you know there are many steps that you can take to save money via your employment? Some of these strategies work by allowing you to pay for things with pre-tax money, which could up to 40% (depending on your tax bracket) right back into your pocket. Others...
by Leslie Marenco | Aug 28, 2015 | Articles, IRAs / 401(k)
Life insurance products can be complicated, and because they often come with high commissions for the people selling them, it can be hard to know what to buy and who to trust when you are making that decision. The place to start is to think about whether and why you...
by Leslie Marenco | May 29, 2015 | Articles, Estate Planning, IRAs / 401(k), Kids Protection Planning, Trusts
It is natural for parents to want to treat their children equally when it comes to inheritances. However, equal treatment is not always the best course of action when it comes to estate planning and gifts. Here are some situations that call for unequal treatment:...
by Leslie Marenco | Apr 23, 2015 | Articles, Celebrity Estates, Estate Planning, IRAs / 401(k), Trusts
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami...
