Category: Uncategorized

Estate taxes can start at 40% and cap out at 55% when they are levied. When the exemption is exceeded, estate taxes become a concern that clients and their families must address when end-of-life draws …

The first part of a new year is often the best time to assess progress towards client’s investment and retirement planning goals. Discussing what worked and what didn’t, as well as making any adjustments for …

The beginning of 2016 has proven to be as every bit volatile as the summer of 2015, serving as a reminder that volatility in the market is inevitable. Current volatility is due, in part, to …

Back in September, the IRS released a proposal suggesting that the rules for charitable contributions should be updated (REG-138344-13). This change in policy called for rules allowing charities to directly report donor contributions to the …

October 2015 rescued many investors from a dismal year on returns, but the same isn’t true for those investors whose bankroll was wrapped up in products other than core U.S. Equity and fixed income products. …

Millennials now account for a third of the population. They’re just entering the professional workforce, making their living arrangements, starting families and building their lives for the first time. This is an absolute gold mine …

The cold, early months of the year are the peak period of divorce. While it might not be due to New Year’s resolutions being kept, the most surprising aspect of early-calendar year divorce is a …

Conventional investment wisdom suggests that saving for retirement is the most pressing thing in a retirement planning client’s priority list. But this doesn’t account for the fact that people who are ensconced in debt are …

Divorce, even if it is the most amicable divorce in the world, is still a trying time fraught with new uncharted territory and a major adjustment for all involved. It’s stressful for all involved, and …