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The Effects of MAGI On Your Tax Returns

You may be familiar with the term “AGI” or Adjusted Gross Income. It is what’s used to calculate what taxes you owe. You derive your AGI from your gross income minus your “above-the-line” deductions, such as student loan interest and IRA contributions. While straightforward, this number should be taken with a grain of salt. The […]

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Wealth and Well-Being: Expert Coaching for High-Functioning Depression

Wealth, especially inherited wealth, brings with it not just financial stability but a complex set of psychological pressures that are often hidden beneath the surface. For those who inherit significant wealth, the psychological impact can be profound, leading to a specific form of depression known as high-functioning depression. Pressure to Perform & Fear of Failure […]

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Book Review: “The Money Kings” by Daniel Schulman

Review By: Myra Salzer I picked up this book out of curiosity. Maybe by reading it, I would glean from it why the banking industry was always associated with Jews. I also thought I might learn a little about my Jewish background since I was raised in a completely non-secular environment. Of course, I heard […]

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Tax-Related Identity Theft & Inheritors of Significant Wealth

Identity theft is a global, rapidly growing crime, with the United States ranked just behind India in the number of identity theft victims. According to the National Council on Identity Theft Protection, a private company dedicated to the education and prevention of identity theft and fraud, experts believe that every 22 seconds, a new case […]

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Safeguard Your Child’s Financial Future with a Protected Consumer Freeze

Minors under 18 typically do not have credit reports. That means they present a blank slate for fraudsters who can apply for credit and take out loans in their name. Minors with significant wealth are prime targets for identity theft, and inheritances can make minors targets for various types of fraud. A security freeze is […]

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