LOMBARDI'S PLANNING CORNER

Aug 131 min read

Are you expecting a Future Liquidity Event?

Recently, we've had the opportunity to work with both new and existing clients who are experiencing significant financial windfalls....

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May 11 min read

Want to feel good? – Consider a Qualified Charitable Distribution

Our planning discussions revolve around devising strategies to meet a client’s Required Minimum Distributions (RMDs). One such strategy...

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Feb 11 min read

What you should know about Restricted Stock Units (RSUs)

Restricted Stock Units (RSUs) gained popularity as a form of employee compensation in the late 1990s and early 2000s. The use of RSUs...

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Nov 1, 20231 min read

How to use Second-to-die life insurance to help offset on Inherited IRAs

Second-to-die life insurance can be a valuable tool for married couples planning for their financial legacy. The death benefit is paid...

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Jul 1, 20231 min read

What should you know about Tax Loss Harvesting?

Systematic tax loss harvesting is a strategy that ShoreHaven Wealth Partners has implemented throughout our taxable investment accounts.

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Apr 1, 20232 min read

Should you consider a ROTH conversion?

In 2010, the Roth IRA conversion law changed. Before 2010, there was an income limit on Roth conversions. If your income exceeded...

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Jan 1, 20232 min read

Essential Estate Planning documents

Anyone who has amassed assets or savings during their lifetime has an estate. While discussing the inevitable passing of a loved one can...

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