May Is Military Appreciation Month: 5 Financial Tips For Every Military Family
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
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!
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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.
What are the benefits of tax planning? Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.
What are the 2022 tax return due dates? What do I need to know about filing a tax extension?
With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a spring on your finances.
This blog will provide helpful information about what estate planning might look like for blended families.
This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.
Need inspiration? Check out these 5 classic rags-to-riches tales and find your inner hero.
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
Who Pays the Most Income Tax? How Does My Income Compare?
If your clients want to escape the harsh winter weather, show them how with this article.