Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business
Hometown Hero Robert Ulland
This magazine article is part of a monthly series profiling Veterans.
Emery & Webb: Insuring the Hudson Valley Since 1886
This business profile appeared in a community magazine.
Going the Distance With the Dollards
This magazine cover story celebrates a couple whose passion for running is matched only by their commitment to each other.
The 529 Plan: A Comprehensive Guide to Tax-Advantaged Education Savings
Since their introduction in 1996, 529 plans have evolved from a simple college savings vehicle into a multipurpose financial tool for education funding, estate tax planning, and tax efficiency. Named after Section 529 of the Internal Revenue Code¹, these tax-advantaged accounts were originally designed to help families offset rising tuition costs but have since expanded due to the SECURE 2.0 Act, allowing tax-free rollovers into the beneficiary’s Roth IRA².
Getting Ready to Get Ready: Pre-Sale Tips for Business Owners
For successful business owners, the prospect of selling one’s company presents both an emotional and a logistical maelstrom. There are so many decisions to be made, and an entrepreneur’s bond to the company goes deep. “When should I sell?” “Do I want to stay involved?” “What if my kids want to be involved?” and “How would the sale impact them?” are among the myriad of questions one has to confront.
Hometown Hero Charles Schuler
This profile of a Veteran is part of a monthly series in a community magazine.
Rockefeller in Michigan: A year of Growth and Collaboration
Rockefeller Global Family Office, the highly regarded wealth management firm, is celebrating the one-year anniversary of its expansion within Michigan. As it continues to grow its capabilities in key U.S. wealth hubs, the firm now has offices in both Birmingham and Grand Rapids, where 33 team members are singularly focused on one thing: delivering incredible value for families. “That’s our absolute passion, and it’s in perfect alignment with the firm’s differentiated and storied capabilities...
Duane and Jeannie Hampton: A Health Care Legacy in the Making
In this magazine cover story, read about a husband-and-wife nurse-practitioner team making healthcare more accessible and helping to meet the growing demand for aesthetic services, focusing on total wellness—mind, body, and soul.
Empowering the Next Gen: Building Financial Awareness
I wrote this story about teaching kids about money for affluent families.
Hudson Valley Pickleball & Golf Center—Why it Was Worth the Wait!
This article celebrates the grand opening of a new local business.
Teresa Arzuaga, A Mental Health Advocate
This magazine cover story tells the story of a mom who through her own family's experience, is now an advocate for mental health awareness and resources in the community.
AQMAI: More Than Just a Belt
This article profiles a local martial arts institute.
At Home With the Iorizzos
This magazine cover story highlights a family that has created a unique home filled with Old World craftsmanship.
Sabellico's Celebrates 75 Years—Growing Since 1950
This article profiles a local family business celebrating their 75th year serving the community.
A Bond Beyond Duty: Officer Anthony Nappi and K9 Danny
This community magazine cover story features a police officer who named his K9 partner in memory of a local fallen officer.