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Lowering Risks Through Stress Testing: A Smart Consideration 1600 941 smolinlupinco

Lowering Risks Through Stress Testing: A Smart Consideration

The economic rollercoaster that ensued after the pandemic began in early 2020 put many businesses through the wringer. While companies seemed financially stable on the surface, their financial statements revealed significant unpreparedness for the challenges they faced.  Stress testing your organization can provide a comprehensive look at how well your financial position can withstand a…

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using-a-split-annuity-as-a-balanced-approach-to-retirement-and-estate-planning
Using a Split Annuity as a Balanced Approach to Retirement and Estate Planning 1600 941 smolinlupinco

Using a Split Annuity as a Balanced Approach to Retirement and Estate Planning

Maintaining your standard of living while trying to preserve your wealth for loved ones is a tightrope walk, something you’re probably aware of if you’re close to retiring or already enjoying this milestone in life. Finding a balance between these two goals is especially challenging since your retirement years could span decades. A way to…

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4 Essential Estate Planning Documents College-Aged Children Need 1600 941 smolinlupinco

4 Essential Estate Planning Documents College-Aged Children Need

If your child is off to college this year, have you already set up a basic estate plan for them? If not, you’re part of the majority that answers “no” to this question. Fortunately, with summer break already here, you can take this time to sit down with an estate planning attorney to create a…

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Simon, Spinelli & Ciambrone Joins Smolin 1200 628 smolinlupinco

Simon, Spinelli & Ciambrone Joins Smolin

Smolin Lupin is pleased to announce the merger of Simon, Spinelli & Ciambrone, a CPA firm headquartered in Spring Lake Heights, New Jersey. The professional team from Simon, Spinelli & Ciambrone specializes in providing financial, tax, and accounting advice for individuals and businesses in a wide range of industries. The Spring Lake Heights team offers…

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