Avoiding Family Discord: Insights from Tony Bennett’s Estate Lawsuit

A lawsuit filed last month involving the estate of the late Tony Bennett underscores the importance of meticulous estate planning to prevent family hostility, resentment, and discord. Bennett’s daughters, Antonia and Johanna, have accused their brother, Danny, of mishandling their father’s assets. As the trustee of Tony’s estate, Danny faces allegations of withholding information and […]

Enhancing Retirement Income and Security Through Strategic Rollovers

In the realm of retirement planning, one crucial decision often lies in the fate of your 401(k) plan. For many individuals, the question of what to do with their 401(k) upon retirement or a job change can be daunting. EsqWealth, in collaboration with Parsons Financial Network, led by Anthony J. Parsons with 30 years of […]

Should You Have A Family Financial Summit?

At EsqWealth, we understand the significance of family financial planning. That’s why a Family Financial Summit isn’t just a meeting—it’s a strategic session to align values, secure legacies, and nurture understanding among family members for generations to come. Few families have these types of meetings, and if they do, the conversations can be complex and […]

Treasury Bills/Bonds vs. Municipal Bonds: The High-Tax-Bracket Investor’s Grand Prix

Welcome to the EsqWealth Grand Prix, where high-net-worth investors race towards financial success. In this thrilling event, we have three high-performance vehicles on the track: tax-free municipal bonds, short-term Treasury bills, and long-term Treasury bonds. Each has its own strengths and weaknesses, and the choice of vehicle depends on the driver’s skill, strategy, conditions on […]

Active vs Passive Investing vs Crafting Your Portfolio with EsqWealth

In the dynamic landscape of wealth management, investors are confronted not only with the active versus passive debate but also with the decision of whether to embark on a do-it-yourself journey or entrust their financial well-being to a trusted fiduciary like EsqWealth. At EsqWealth, we understand the nuances of this debate and recognize that each […]

Five Strategies to Help Protect Seniors from Financial Fraud

At EsqWealth, we understand that our clients are not only concerned about their own financial security but also the financial well-being of their aging parents and family members. The digital age has brought about a revolution in the way we manage our finances, offering convenience and efficiency. However, it has also introduced new risks, particularly […]

Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs

In the world of wealth management, transparency and fiduciary responsibility are not just buzzwords but the cornerstones of trust between clients and their advisors. Clients entrust their hard-earned assets to financial advisors, expecting them to act in their best interest and keep them informed about transaction costs affecting their investments. A recent legal battle involving […]

Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals

At EsqWealth, we understand that your wealth is more than just a number. It’s a reflection of your hard work, your accomplishments, and your aspirations for the future. That’s why we believe in taking a proactive approach to tax planning, ensuring that you keep more of what you’ve earned. Tax planning is an integral part […]

Long-Term Care: Protecting Your Assets and Your Well-Being

At EsqWealth, financial planning for our clients includes a comprehensive approach to long-term security. One crucial piece of this puzzle for some clients is Long-Term Care Insurance (LTCI). Across the United States, an aging population and rising healthcare costs are sparking conversations about LTCI. While Medicare covers some medical expenses, it doesn’t encompass the long-term […]