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articleMay 22, 2023These Ideas Could Help Lower Your Tax Bill: From SECURE 2.0 to Tax-Loss Harvesting
By Steven Novack, CPA, CFP®, MBA Senior Financial Advisor, Altfest Personal Wealth Management Whether you are finalizing the details of your 2022 tax returns or thinking ahead to next year's tax season, it is a given that we all want to owe less.…
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articleMay 16, 2023
How Much of Planning Should Be Math?
By Karen Caplan Altfest | Rethinking65 Financial planning is not just about numbers, it is about understanding what your clients actually want to do with their lives and helping them do it. Karen Altfest, Executive Vice President, believes that advisors should…
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articleMarch 25, 2023
Learn how to steer clear of insurance policy pitfalls
By Eric S. Nelson CFP®, CLU©, MBA Financial Advisor, Altfest Personal Wealth Management Most people would agree insurance is complex, especially the folks purchasing and holding the policies. Although there are many varieties of insurance, I’d like to focus on…
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articleMarch 24, 2023
Together, PAMED & Altfest Launch PAMED Financial Planning: A Unique Benefit for Pennsylvania Physicians
The Pennsylvania Medical Society (PAMED) and Altfest Personal Wealth Management have finalized a partnership to offer every PAMED physician member with a wealth management benefit that’s unique to physicians in the state of Pennsylvania. This benefit includes educational resources, software…
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articleJanuary 27, 2023
Video: Lunch With Lew & Andrew, Navigating the 2023 Market
Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew. In another periodic conversation with clients on January 25, 2023, CEO Lew Altfest and President Andrew Altfest discussed the key elements that…
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videoJanuary 24, 2023Karen Altfest in Conversation with Gregg Greenberg of Investment News
In an interview with Gregg Geenberg of Investment News, Karen Altfest discusses her work helping women to take ownership of their finances. Even today, men tend to control household finances, especially baby boomers. Karen explains how fathers talk to their…
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articleJanuary 13, 2023
SECURE 2.0: Answering your questions about some major changes for retirement readiness and spending
By Keven DuComb, JD, Senior Financial Planning and Estate Specialist, Altfest Personal Wealth Management A new law that will significantly change Americans’ retirement readiness and spending was passed by Congress and signed by President Joe Biden at the end of…
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articleDecember 22, 2022
Learn about four estate planning approaches that are especially well-suited for dentists
By Keven DuComb, , JD, MBA Senior Financial Planning and Estate Specialist, Altfest Personal Wealth Management We understand dentists’ financial lives can be complex; one important aspect of helping you manage that is crafting, and then regularly reassessing, your estate…
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articleDecember 15, 2022
5 steps to consider when saving for college
By Christian DiRusso CFP®, CPA, Financial Planning Specialist, Altfest Personal Wealth Management Whether your children have just started kindergarten or are about to graduate from high school, it’s likely you’ve got the daunting expense of their higher education on your…
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