| Topel & DiStasi Wealth Management

Episode 34: The Secure Act

Jarrett B. Topel | Podcast Link

In this episode we discuss the provisions of The Secure Act

Per Capita vs. Per Stirpes

Gavin L. DiStasi | Blog Link

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »

Episode 33: The Charles Schwab - TD Ameritrade Merger

Gavin L. DiStasi | Podcast Link

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

New Year’s Financial Resolutions

Jarrett B. Topel | Blog Link

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions. Despite the... Read More »

Episode 32: Charitable Giving Age 70 1/2

Jarrett B. Topel | Podcast Link

In this episode we discuss charitable giving strategies once you reach age 70 1/2

Thankful

Gavin L. DiStasi | Blog Link

With the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with the “what I’m thankful for”... Read More »

Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce

Gavin L. DiStasi | Podcast Link

In this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce

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February 26, 2020

"S&P 500 Intra-Year Declines vs. Calendar Year Returns – 1980-2018 https://t.co/jwFOWZVrh9"

February 21, 2020

"The Liberal Economists Behind the Wealth Tax Debate https://t.co/azmv38gipX"

February 20, 2020

"The Big Problem With Putting Off Retirement Planning Until Your 40s @themotleyfool #stocks https://t.co/NntUfHYwjV"

February 18, 2020

"Shedding Light on Mistruths About Cryptocurrency Lending https://t.co/dGBbp8kRbH"

February 14, 2020

"https://t.co/6pymOM7t92"

February 13, 2020

"What Seniors Need To Know About Trump’s 2021 Federal Budget via @forbes https://t.co/tkaeQUnx1f"

February 10, 2020

"The Biggest Estate Planning Blunders of All Time https://t.co/TPUziBy2ZR via @ThinkAdvisor"

February 07, 2020

"‘No, people aren’t just blowing it’ — the ways taxpayers use their refund money is both encouraging and troubling https://t.co/pGrUcrTCbc"

February 05, 2020

"Love this one from @behaviorgap! https://t.co/SmeDYwh0qu"

February 04, 2020

"What We Lose by Hiring Someone to Pick Up Our Avocados for Us https://t.co/Y2ApOJ5WxE"

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