Reading Time: 4 minutesJust when you thought the waters could not get any frothier, the tax laws are changing in 2026! Read this article to learn about the sunset of the estate tax exemption and what it may mean for you. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your […]
Get ready for the 2026 estate tax changes – everything you need to know! Read More »
Reading Time: < 1 minuteIdentity theft and financial fraud can happen in seconds and take years to remediate. The best cure is prevention. Here are some steps you can take to protect yourself. Secure your digital footprint Use the following tips to protect yourself online. Exercise caution with sensitive information Shred sensitive documents, and keep any file cabinets locked.
Don’t be a Victim of Identity Theft! Read More »
Reading Time: 4 minutesMost people assume that when it’s time to retire, they’ll be desperate for every dollar they can scrounge up. It’s a pleasant surprise when someone finds themselves at the point when they have to take Required Minimum Distributions (RMDs) – age 73 in 2025 – but they don’t actually need the money to support themselves.
Yikes! I had to take RMDs but I don’t need the money yet! Read More »
Reading Time: < 1 minuteIn our January newsletter we present an overview of some of the changes to Required Minimum Distributions, or RMD’s, that will be happening in 2025. It’s important to have a proper financial plan in place, so that you can get a handle on how much retirement income you’ll be receiving in any given month. You
IRA changes for 2025 Read More »
Reading Time: 3 minutesThere were many valuable insights from the book “Die with Zero” by Bill Perkins. Here’s a crash course on the book and why we like it. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your tax return: traps to avoid Retirement Account Contribution Amounts – 2024 changes!
Our take on “Die with Zero” Read More »
Reading Time: 2 minutesHere’s a quick summary of what we’ve been seeing in the market this year and what it may mean for you. This year we witnessed: While the future can never be predicted, it looks like a Trump presidency will be positive for the economy and markets. As we’ve discussed in past newsletters, we would expect
Reading Time: 2 minutesSL: What election results may mean for my wealth? Election results are in and Donald Trump is the President-elect of the United States. While it’s never easy to predict how campaign promises will come into effect once the president is inaugurated, here’s what we think. Trump presidency: likely effect on the markets In general, Trump
What election results may mean for my wealth? Read More »
Reading Time: 3 minutesIt’s a sobering thought, that nobody wants to ever have to think about. But the sad reality is that you do have to ask yourself if you would be happy with your assets winding up in the hands of a future ex-spouse of your son or daughter. In this article we’ll cover some ways to
How do I protect my child’s inheritance? Read More »
Reading Time: 3 minutesEvery adult child’s worst fear is having an inheritance stolen away from them. Fortunately for most, it is not that common. However, for those going through a tumultuous probate, all the travails can be a headache you didn’t ask for. Here are some tips for how to respond when a will is challenged. But before
My parents’ will is being challenged (and I’m losing my mind) Read More »
Reading Time: 2 minutesIn this newsletter we’ll talk about how the impact of the recent 50 basis point rate drop are likely to make their way through the financial landscape. What does the Fed control? The Federal Reserve Bank meets eight times a year to discuss changes in the discount rate, or the rate at which member banks
The Fed’s rate drop – what you need to know Read More »
