Tax & Estate Strategies for Married LGBTQ+ Couples

June 1, 2021

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…

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Global vs. International: What’s The Difference?

May 11, 2021

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…

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Q2 Portfolio Update

May 4, 2021

Click below to listen to a recording of the Nisivoccia Wealth Advisors Q2 Portfolio Update with Diane DeOliveira, CFP® and Steve Galli, CFP®.  

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“Dirty Dozen” Tax Scams to Watch For

April 20, 2021

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…

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Your Emergency Fund: How Much Is Enough?

April 16, 2021

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…

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A Home Insurance Claim: To File or Not to File

April 5, 2021

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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