Estate Planning
Famous People Who Failed To Plan Properly
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers…
Read MoreMonthly Market Review January 2019
Click here to download the January 2019 market review.
Read MoreKey Retirement and Tax Numbers for 2019
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,000 in compensation…
Read More2018 Annual Market Review
To download the 2018 annual market review click here.
Read MoreTen Year-End Tax Tips for 2018
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year.…
Read MoreMonthly Market Review October 2018
To download the October 2018 monthly market review click here.
Read More