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Jordan Waxman
Jordan Waxman, JD, MBA, CFP®, CIMA®, CIS is Managing Partner of HSW Advisors, an independent, private wealth advisory group operating from HighTower, a national, advisor-owned financial services company serving high-net-worth and institutional clients. Waxman is in his 21st year as a private wealth advisor, specializing in tax, wealth transfer and estate planning, as well as asset risk management. His blog Inside the Vault aims to clarify and illuminate all aspects of private wealth management and investments. In 2014 he was named to the Barron’s Top 1200 Advisors by State list.

Entries by Jordan Waxman

Year-End Wealth Planning Checklist

(0) Comments | Posted December 3, 2014 | 3:25 PM

With so few hours in the day, I often find myself making a list, checking off my "to-do's," and then making another. Our clients' lives are also busy, and so I like to send checklists from time to time to keep planning and investments on track.

The following is a...

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'Tuition... Freeze!'

(0) Comments | Posted August 28, 2014 | 9:59 AM

Without a doubt, college tuition in the United States has risen rapidly in the past 10 years; by a total of 79.5 percent from August 2003 to August 2013. This is well above the rate of inflation, and beyond all reasonable amounts. Could it be that the cost...

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It's Not What You Make, It's What You Keep That Matters

(0) Comments | Posted March 18, 2014 | 9:53 AM

There is an old investing adage that goes: "No one ever got poor by taking profits." This alludes to the investor mindset that when something gets expensive, be a seller, not a buyer. However, this tax year, investors are about to receive some surprising news from their accountants. After a...

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Planning Now: Back to the Basics

(0) Comments | Posted December 18, 2013 | 10:04 AM

After the presidential election of 2012, Americans anticipated major changes in income, estate and gift tax rules. Many feared the unified estate and gift tax exclusion, which had been just over $5 million per person, would drop to as low as perhaps $1 million. Capital gains rates were slated to...

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What If Mom and Dad Outlive Their Money?

(3) Comments | Posted August 13, 2013 | 3:12 PM

My wife and I recently took my healthy, active and still working 76-year-old parents on a wine-tasting and hiking trip. It was a fun trip, during which we had many great discussions over fine wine and food. It was during one of our meals together that I realized my parents...

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The Ironman Model for Investors

(0) Comments | Posted May 3, 2013 | 11:28 AM

Having raced the Ironman triathlon seven times and completed numerous other endurance tests, including solo swims around Manhattan and across the English Channel, I can attest to one thing: the battle is never won in the first hour or two, but it certainly can be lost then. Athletes can get...

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