Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating…
Read MoreGlobal vs. International: What’s The Difference?
With international stock markets comprising about 45.5 percent of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking…
Read MoreQ2 Portfolio Update
Click below to listen to a recording of the Nisivoccia Wealth Advisors Q2 Portfolio Update with Diane DeOliveira, CFP® and Steve Galli, CFP®.
Read More“Dirty Dozen” Tax Scams to Watch For
Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity…
Read MoreYour Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at…
Read MoreA Home Insurance Claim: To File or Not to File
Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss…
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