SECURE 2.0 Act Expands Early Withdrawal Exceptions
What are the new SECURE ACT 2.0 withdrawal exceptions?
What are the new SECURE ACT 2.0 withdrawal exceptions?
How does the Secure 2.0 Act impact small business?
As you approach your retirement years, your living situation may change. Let's look at the benefits and considerations of both downsizing and upsizing in retirement to help you decide what's best for you.
Should I rollover my retirement plan? Three out of five households who owned traditional IRAs in 2022 had executed at least one IRA rollover from an employer-sponsored retirement plan. These were the top reasons for the most recent rollover.
This blog will celebrate American Housing Month, give an outline of the holiday's history, and talk about how important home ownership has been in our country’s history.
Is the cost of higher education worth it?
How do I make sure I am on track with my year end goals? With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.
This blog will discuss education savings programs, including 529 plans and other options.
Podcasts are an entertaining way to learn new things and pass the time. There are several different podcasts, including ones about living in retirement.
Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.
How might a mother make wise financial choices with her future in mind? Here are some helpful financial tips that mothers may want to consider.
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future. Is your estate prepared for the changes with estate tax?
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption. Presently, the exemption stands at $12.92 million per person or $25.84 million per couple as of 2023.1 However, based on current legislation, these higher exemption amounts will revert to the 2010 level of $5 million, adjusted for inflation, which equates to roughly $6.4 million per person, or $12.8 million per married couple in 2026, representing nearly half of its present value. For estates exceeding these exemption amounts, the federal tax rate will be set at 40%, in addition to state death taxes where applicable
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.
Have your joined the "two-comma club?" Has a recent financial event raised your net worth to the next level? It's an exciting time, whether it's the result of your long-term goals (e.g., from the sale of a business), a windfall transfer of wealth, or a key promotion. You're probably already considering how to protect and manage your wealth.
Want to get the most out of your HSAs? Check out the triple tax benefits!
What are the benefits of Social Security? How does Social Security work from birth to retirement?
What is systematic risk? How does systematic risk impact investors?
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.