Financial News
Financial Planning
Key Retirement and Tax Numbers for 2021
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 2021. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2021 is…
Read MoreWatch Out For These Financial Pitfalls in the New Year
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. Your 20s & 30s Being financially illiterate. By learning as much as you can about saving, budgeting, and investing now, you could benefit from…
Read MoreBehavioral Finance Expert Interview with Professor Victor Ricciardi
As a firm, we pride ourselves on the ability to be strong leaders in the lives of our clients. Part of that leadership is understanding and helping you navigate the thinking errors inherent to humans and money. We are all susceptible because we are all human, but having someone else watching for areas where you…
Read MoreNovember 2020 Market Review
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Read MoreSharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn’t easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid talking about it altogether. If…
Read MoreOctober 2020 Market Review
To download the October 2020 Market Review click here.
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