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Wednesday, January 25, 2023

Broadly speaking, a gift occurs when you transfer something to another party without receiving something of at least equal value in return. In estate planning, there are key techniques you may want to utilize. Learn more here.

Wednesday, January 25, 2023

To make sure everyone is fully protected when you’re gone, you need an estate plan. This Valentine's Day, show everyone you care by making sure your plan is fully updated.

Wednesday, January 25, 2023

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.

Wednesday, January 4, 2023

As people begin to age, it becomes very important for many to evaluate strategies for leaving their wealth to loved ones. We'll take a look at a few options that allow you to give without creating a tax burden.

Tuesday, December 13, 2022

Many nearing retirement fail to consider their future tax burden. While you'll likely see a reduction in taxes owed, you need to plan ahead to minimize your tax bill from the IRS. Read more for strategies for retirement tax planning.

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Wednesday, November 30, 2022

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Here we discuss some basics.

Tuesday, November 15, 2022

Improving return by minimizing taxesAlthough we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be...

Tuesday, November 1, 2022

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year.Timing is everythingConsider any...

Tuesday, October 18, 2022

What is Tax Loss Harvesting? When investments in taxable accounts do not perform as hoped and actually lose value, investors may be able to take advantage of tax benefits to help offset their losses. The concept of tax loss harvesting...

Wednesday, October 5, 2022

Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.Taxable accounts you hold longer than a year incur...

Wednesday, September 14, 2022

A surprising two out of every three American adults do not have any kind of written estate plan. For adults who also serve as family caregivers, not having a plan in place can pose major risks for them and their entire...

Wednesday, August 31, 2022

Don't let taxes steal your family's financial security. Life insurance can provide financial security for your family. However, if you don't plan appropriately, taxes can greatly reduce the life insurance benefits actually received by...

Tuesday, August 23, 2022

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps...

Tuesday, August 9, 2022

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility —...

Tuesday, July 26, 2022

With a few simple actions, you can ensure your estate planning is effectiveWhether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...

Friday, July 1, 2022

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. One thing to keep in mind about your...

Thursday, June 16, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Wednesday, May 18, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Thursday, May 12, 2022

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because the correct answer depends on your unique situation. Here's a look...

Monday, April 4, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Wednesday, March 30, 2022

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...

Tuesday, February 15, 2022

Retirement planning is a primary reason for long-term saving, and when people think about retirement, finances are often the focus. However, it is important to also look at the nonfinancial aspects of transitioning from the world of...

Wednesday, February 9, 2022

Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you've...

Wednesday, February 9, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Wednesday, February 2, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...

Thursday, January 27, 2022

When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you...

Thursday, January 13, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Monday, January 3, 2022

At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial...

Saturday, September 4, 2021

The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...

Monday, August 16, 2021

What Can A Financial Professional Do for Non-Profits? As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a...

Thursday, July 29, 2021

Changes to Medicare in 2021: What Recipients Should Know For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have...

Thursday, July 22, 2021

The Crazy Cost of the Olympic Games Since the first modern Olympic games in 1896, the competition has been a prestigious honor for the hosting country, but also a significant economic and structural undertaking. Billions of dollars are...

Saturday, July 3, 2021

Unique Monuments to Visit This Fourth of July Monuments mark an important part of America’s historic past, and there are currently over 100 national monuments across the nation—all worth visiting multiple times over. This...

Friday, July 2, 2021

Green in the City: America’s Best Urban Parks From the Belvedere Castle in Central Park to the herds of roaming buffalo in Golden Gate Park, the US has no shortage of beautiful green spaces in its cities. You might not think of...

Saturday, June 26, 2021

Insurance Awareness Day

Friday, June 25, 2021

How Can You Qualify for Student Loan Forgiveness? From March 2020 through at least September 30, 2021, the interest rate on federal student loans has been set to zero percent, providing many loan holders with some much-needed breathing...

Monday, June 14, 2021

Donor-Advised Funds: A Solution to Gifting with Tax Benefits Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many...

Saturday, June 5, 2021

College Planning Isn’t Just About How to Pay for College As college costs keep rising, parents are looking for ways to provide funding for their child’s education and determine what institution will prevent them from taking...