Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.
Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.
When it comes to retirement strategies, military families have some unique savings options.
Did you know you could begin taking withdrawals while still working? If this is something you're considering, here's what to know right now.
For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
Planning your next big getaway? Consider these food and wine destinations located all around the world.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
If you offer a 401(k) plan for your employees, are you reviewing it regularly? Here's why benchmarking your plan is important and how a financial advisor can help.
It's officially time to say hello to Summer. If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition.
A financial plan is essential, no matter how much you make. Looking at the financial mistakes of a few of our favorite celebrities, we'll see why.
Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.
What better way to explore the great outdoors than to head for a campsite? Here are 12 items you should buy before you set off on a trip this summer.
Throughout the pandemic, we're spending more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.
Amidst COVID-19, it's perfectly understandable to want to save more money. Economic uncertainty, health concerns and ever-changing responsibilities compound our concerns. But a healthy economy needs money to move through it.
Recent studies suggest women lack financial confidence. Empower the women in your life using these 5 tips.
Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.
The Biden Administration has announced a $2.2 trillion infrastructure bill. Here's what you need to know about this newly proposed legislation, including whose future taxes may be impacted by it.
