by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
Collateralizing your investment account means borrowing against eligible securities to create short-term liquidity without selling your holdings. When used thoughtfully, this securities-based lending strategy can bridge a funding need while preserving your long-term...
by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
When interest rates rose significantly in 2022, it changed the calculus for idle cash. Keeping large balances in checking for bill pay and convenience often means missing out on materially higher yields available elsewhere. Here are four practical, higher-yield...
by George C. McCabe, CPA | Jul 24, 2025 | Generational Planning
A few years ago, I had a client (let’s call him John) with a sizable estate who unfortunately passed away earlier than he or his family had anticipated. As part of John’s estate plan, he decided to bequeath a portion of his assets to his four children that was to be...
by George C. McCabe, CPA | Jul 9, 2025 | Generational Planning
When it comes to trusts, there is a misconception that if you do not have one you do not have an estate plan. Everybody has an estate plan. Whether they choose beneficiaries or draft documents as part of that estate plan is another matter entirely. For those that...
by George C. McCabe, CPA | Jul 9, 2025 | Generational Planning
First of all, if you are reading this because your spouse or loved one has recently passed, our firm would like to express condolences to you and your family. We recognize that losing a loved one can be the most difficult experience we go through during our lifetimes....