Gavin L. DiStasi's blog

6 Things Your Estate Plan Should Address

With the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work functions, family gatherings, and holiday activities, it’s natural to let those outstanding items from your financial plan fade into the back of your mind for a little while. Partly due to this end-of-year repose, as well as a natural rhythm of resolution in the coming new year, we find that clients are eager to get things going again in January, and pick up the threads of those overlooked planning tasks which did not get completed before the end of the year.

La Dolce Vita

An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather than being surprised, or alarmed, people in our little corner of the world, including many clients, seemed to respond with something more like acceptance or resignation. It’s as if it was merely a confirmation of what they had been expecting for some time.

MS Ride 2018 Wrap Up

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride Waves to Wine 2018 in support of the National MS Society, and we just wanted to pass on a few thoughts and impressions of a great weekend on bikes and in the company of so many nice people all rallying for such a worthy cause.

Alimony & Acrimony

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017, and rolled out to the American public, many of the provisions were widely known ahead of time, since they had been debated and argued over quite publicly in the preceding months. Much hand-wringing and scrutiny had occurred over many of the proposals, some of which made the cut, while others did not.

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and spinal cord, and for which there is no known cure.

MS is a disease which has closely affected the families of multiple members of our firm here at TDWM, and so, for the fifth year running, Topel & DiStasi Wealth Management is thrilled to once again be sponsoring a cycling team in this year’s Bike MS: Waves to Wine charity ride to benefit the National Multiple Sclerosis Society on September 22-23rd, 2018.

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