Articles by Martin Schamis
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Three Strategies to Navigate Market Volatility
Periods of market fluctuation are rarely the best time to adopt new investing strategies. They can, however, be an excellent time to review your financial plan and uncover opportunities to put your existing strategies to work more effectively.
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Rethinking Charitable Giving: How Donor-Advised Funds Can Enhance Your Strategy
When developing a charitable giving strategy, it’s important to consider not just what you give, but when and how you give. For many individuals and families, a donor-advised fund (DAF) can offer a flexible and tax-efficient way to align charitable intentions with broader financial planning.
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Estate Planning for the Family of a Child With Special Needs
Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.
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A Family Conversation on Estate Planning
While having a family conversation about your estate plan may be uncomfortable, it can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.
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How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
