Like most things in life, the economy fluctuates, and it can’t continuously be on an upswing. Paul Dietrich is back with part two of this mini-series for The Truth About Wealth Podcast about the realities of the economy and the potential of an upcoming...

As much as you may want it to, the economy cannot be stable forever. Many experts are predicting an impending recession, potentially as soon as this year.  In this episode of The Truth About Wealth Podcast,

Let’s face it — saving money in taxes is always going to be a major goal of financial planning.  In this episode, John and Michael Parise discuss tax-saving measures you can take with your IRA, with special guest Mary Read, CPC, CPFA, QPA,

Is your estate plan private or public? Do you even know what type of plan you have? In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss estate plans, why they are typically in the public domain,

It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now.  In this episode of The Truth About Wealth Podcast, John and Michael Parise explain why it’s important to discuss estate equalization during your f...

For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast,

Changes to tax laws made in 2017 saw an increase in qualified opportunity zone funds, and these are starting to have an impact on our clients.  In this episode of The Truth About Wealth Podcast, John and Michael Parise speak with Brandon Hughes of Peac...

When it comes to buying and selling, it’s critical that you understand the difference between public and privately held companies. While there is a readily available market for public ownership, buying and selling within a private partnership or compan...

Exit planning is a major part of owning a business. And for many business owners, creating a plan that helps them do good by rewarding the employees that have helped them become successful is incredibly attractive. Today,

There are many reasons to include philanthropic practices in your family’s overall financial plan.  In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose c...