Would you ever make a big move to a tax-free state like Florida? Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed. Read more to learn how your residency is determined and actions to take if you get audited.

You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings? Get ready to make better use of your IRA. In this post, we cover our top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and doing backdoor Roth conversions.

Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings! Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but we don't want you to miss out. Here we explain how you can benefit from tax-loss and tax-gain harvesting.

2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from? We explore these questions with New York tax expert, Sal Albanese, CPA, uncovering the biggest tax changes and recommending actions for you to take before 2019.

Here's how you can build your ideal financial plan using our four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that we implement with clients.

We're more than halfway through 2018! Here's an in-depth look at the five financial areas to check at mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, in this post, we cover everything you need to know to ensure your finances are working for you, and helping you stay on track for 2018 and beyond.