Wealth Management

JULY 23, 2025

Adam joined in 2003 and took over the practice about a decade later when his father retired. Number 8860726. Private Equity Is Coming to 401(k) Plans: Will You Be Ready? I didn’t want to be under someone else’s destiny.” Spiegelman’s father, Alan Spiegelman, started the practice in 1989 as a unit of Northwestern Mutual.

Estate Planning

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. An aging population, with more people retiring and leaving the labor force every day, can also make the numbers noisier. MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting

Steve Sanduski

OCTOBER 23, 2024

Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. Eric is also the author of Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age.

Clients

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. BERRUGA: This is 2003. RITHOLTZ: So you move here from Spain. BERRUGA: Yeah.

Clients

Good Financial Cents

AUGUST 12, 2023

If you’re looking for more passive income ideas, click below: 31 Passive Income Ideas Purpose and Importance The purpose of passive income is broad, spanning from financial cushioning to the possibility of early retirement. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance