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February 03, 2023 | Estate Planning
There are two main reasons why people delay or altogether avoid estate planning: It forces you to confront your own mortality, which most people find uncomfortable as you’re forced to think about death, especially one’s own. It requires you to make difficult decisions that may impact the …
February 01, 2023 | Financial Planning
Key Takeaways Beginning in 2023, changes to FAFSA rules will create opportunities for extended family members to lend a hand with college costs without harming financial aid. Gifts or 529 Plan distributions from non-parent accounts were previously considered income to the student, but with …
January 13, 2023 | Investing
The past three years have been a remarkable period of change for markets, the economy, and investors. If you went back to March 2020 and said to us, ‘This pandemic would change the world,’ we probably would have believed you. Change was coming, that much was obvious. Predicting how the pandemic …
January 06, 2023 | Financial Planning
Everyone enjoys a nice sunset, however, the upcoming ‘sunset’ of the Tax Cuts and Jobs Act (TCJA) provisions at the end of 2025 is not something most taxpayers are looking forward to. And while most people tend to look back when it comes to taxes, we as planners prefer to look out over the long- …
January 05, 2023 | Financial Planning
There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
January 04, 2023 | Financial Planning
Signed into law just over three years ago, the original SECURE Act ushered in significant changes for Americans looking to boost their retirement savings. With the ink still wet, many policymakers were already busy creating their SECURE Act ‘2.0’ wish lists – and fast forward to 2023, just in time …
December 05, 2022 | Estate Planning
An estate plan is a vital component of the financial planning process as it helps account for the handling of your assets, no matter what stage of life you’re in. Trusts are a common tool used in plans to detail out your wishes and legacy making it a powerful document for loved ones handling your …
November 22, 2022 | Financial Planning
With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year. While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some …
November 21, 2022 | Estate Planning
Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish other goals. Also like us, while the vast majority of celebrity estate planning is sound, celebrities and their advisors are prone to making mistakes. However, for every …
November 10, 2022 | Retirement
Key Takeaways Health Savings Accounts (HSAs) are well known for their “triple threat” tax advantage, but do you know about all the other benefits one can provide? For those with good health, many experts believe an HSA is the first account you should maximize in saving for retirement. …
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