Save Time: Efficient Financial Planning for Attorneys

By Jason Williams, CPA/PFS, CFP®, AEP®, Principal, Senior Client Advisor For attorneys, especially law firm partners, time is money! It is difficult to expertly handle projects and cases while building and managing a successful practice. Likewise, it can be near impossible for you to juggle tasks in the office, and address all that is needed outside of the office, as …

Karen Tovey Named Newest Managing Director

Sullivan, Bruyette, Speros and Blayney, LLC. (SBSB) is pleased to announce Karen Tovey as the newest managing director at SBSB, LLC. Karen Tovey advises clients on retirement, education, investment and estate planning issues. She joined the firm in 1993 and has more than 23 years of diversified experience within the wealth management industry. Throughout her career she has cultivated a …

How to Maximize the Benefits of Your Law Firm’s Retirement Plans

By AJ Jordano, CPA, CFP®, Principal, Senior Director and Member of SBSB Attorney Practice   Your firm’s retirement plan is probably the most effective tax shelter available. However, maximizing all the benefits of your retirement plans requires an understanding of income tax, investments and estate planning. How much should you contribute?  What impact will it have on your income tax …

Congratulations to Jason Williams on His Election as President of the Washington, DC Estate Planning Council

SBSB Principal and Senior Client Advisor Jason Williams was elected President of the Washington, D.C. Estate Planning Council effective July 1, 2017. He served previously as Vice President, Treasurer and Secretary, and as a Director. The Washington, D.C. Estate Planning Council is a multidisciplinary organization with over 250 members. The Council’s goal is “to help its members render the highest …

SBSB Named to the Financial Times List of the 300 Top Registered Investment Advisors

SBSB is proud to have been named to the Financial Times June 2017 list of the 300 top registered investment advisors in the United States. The Financial Times compiles their list by grading advisors on six key areas: assets under management, asset growth, company age, industry certifications of key employees, SEC compliance record, and online accessibility. This is the second …

Is It Smart?

Is It SMART to Pay Off Your Mortgage?

Clients often ask this straightforward question. But the answer, not surprisingly, is, “It depends.” Many think it is purely a tax issue. Mortgages can provide significant tax deductions; so, without a mortgage, many assume their taxes will be too high. Others have learned that using leverage (i.e., getting or having a mortgage) to buy what may be an appreciating asset …

Retirement Planning Beyond the Numbers: Retiring and Aging with Purpose, Grace, Fulfillment, and Fun

The space, freedom, and possibilities that come with retirement are exciting – and sometimes overwhelming. SBSB recently hosted a two-part event of experts, resources, and tools to guide participants through the “non-numbers” work of retirement planning. Part 1: Create Your Plan — Exploring Your Next Stage with Passion and Purpose Cathy Lange, an executive coach at Human Capital Advisors, LLC, kicked …

Congratulations to Greg Sullivan on Being Named to the Barron’s Top 100 Independent Wealth Advisors list!

Greg Sullivan, President and CEO, was named one of the top independent wealth advisors in America, as identified by Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.       Rankings and/or recognition by unaffiliated rating services and/or publications should not …