Author: Rob Clarfeld

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The process of passing down a business from one generation to the next can be difficult, which is why you need the right advisor who... [Read More]
Although the overall rate of divorce has been declining, among older Americans the opposite is true. Since 1990, the divorce rate for those over 50... [Read More]
Creating a will is a stressful process, but there's never a bad time to start estate planning. Whether spurred by age, circumstances, or on occasion,... [Read More]
All tax legislation has winners and losers. Even if one buys into the canard that extraordinary economic growth makes everyone a "winner," some always will... [Read More]
I recently read an article about why young couples should not have prenuptial agreements. The core argument emphasized the need for entering marriage with... [Read More]
Regardless of whether or not you are subject to the estate tax, it is essential to have a current will and related documents. [Read More]
Many experts believe that the key to successful investing is to act rationally and without emotion. Unfortunately, this is much easier said than done, and... [Read More]
My last post highlighted how choosing someone to thoughtfully and efficiently manage your future estate for your loved ones is quite different from bestowing the... [Read More]
Few choices in life rarely have a single "right" decision. However, when it comes to naming an executor of your estate, there are many ways... [Read More]
If you're considering buying a second home, there are a number of financial considerations including purchase price, carrying expenses and tax issues, and taking the... [Read More]
The recently signed Tax Cuts and Jobs Act brought many changes to the tax laws. Unfortunately, your pets still cannot be claimed as dependents... [Read More]
If you want philanthropy to be part of a family legacy, it is important to develop the family's collective charitable mindset early on, with consistency... [Read More]
Cognitive biases are powerful deterrents from one's best economic interests. When pricing any asset, it often makes sense to consult with objective third parties... [Read More]
Trump may have recently passed the "Tax Cuts and Jobs Act" (TCJA), but here are the 7 nontax reasons you should revisit your estate plan... [Read More]
Post-divorce, if you are the "nonmoneyed spouse", it is important to get a handle on your financial settlement and find a way for it to... [Read More]
Rob Clarfeld explains how becoming a pilot helped him become a better business owner. [Read More]
For investors who are seeking a "set it and forget it" approach to funding retirement, Target Date Funds often are a terrific vehicle. [Read More]
With the passage of the Tax Cuts and Jobs Act, the lifetime gift tax exemption has doubled, Rob discusses why the decision to pass assets... [Read More]
Waiting for the "big correction" isn't unreasonable, it's human nature, and at some point it probably will happen - it's what you do in response... [Read More]
3 metrics to determine if your money manager is a closet indexer. [Read More]
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