Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. What are the four key estate planning documents almost everyone should have regardless of age, health, or wealth?
This blog will talk about some of the worst celebrity investments, from risky real estate to shady art deals.
This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. While these taxes are not due for some time, it may benefit you to start thinking ahead. Some of the key 2024 numbers are listed below, with the corresponding limit for 2023
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
A "white elephant" is a gift that may cause more issues than it resolves, much as an elephant might eat an unwitting recipient out of house and home. It's an asset that comes to you via gift or inheritance and needs to be quickly sold, liquidated, or transferred to avoid further expenses of time or money. In such cases, it is crucial to understand how to disclaim an inheritance properly and avoid holding the burden. The average American household stands to inherit $46,200. Not all those bequeathments are straight cash, and some might prove inconvenient or troublesome.
We hear a lot about inflation rates, but do you know how inflation is calculated? Interestingly enough, that’s a pretty simple formula that economists use! Find out how here.
This blog will talk about National Mentoring Month and encourage people to get involved by mentoring those around them.
January is Financial Wellness Month, a time to check-in with your financial strategy.
Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.
Start the year off right by getting started on these five top financial goals.
The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.
This blog will share five classic Christmas stories to get readers into the holiday spirit.
This blog will give tips on how to keep your house safe when traveling for the holidays.
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
What changes has the IRS made for required minimum distributions for 2023?
This blog will share five classic Christmas stories to get readers into the holiday spirit.
In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping was becoming more popular. Twenty years have passed, and here's how some things have changed — one pandemic and two recessions later.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
How Can You Reduce Your 2023 Taxes? Here are some thing to consider as you weigh your potential tax moves before the end of the year.