Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.

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Insurance Sales: Follow the Money

How is your insurance agent paid? Explore commissions, captive agents, brokers, and why compensation matters when evaluating financial advice.

The NYC Pied-à-Terre Tax: Who Pays and Will It Happen?

What NYC’s pied-à-terre tax could mean for second-home owners—and the planning questions worth revisiting.

When Should You Claim Social Security?

A practical guide to choosing when to claim Social Security based on longevity, taxes, cash flow, and survivor benefits.

Share It. Now.

You may not need to wait until you're gone to make an impact—smart gifting strategies can help family now and later, too.

Why Planning for Aging Has to Start Before There’s a Crisis

One overlooked sign of aging can expose years of risk, making long-term care planning more important than most families often realize.

Trump Accounts: Game-Changer or Gimmick?

A new Trump Account promises to jump-start investing for kids, but is it a game-changer or just another complex option with tradeoffs?

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