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Long-Term Care Insurance Rider or Stand-Alone Policy

Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 15, 2021
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

July 1, 2021
President Biden is proposing an elimination of 1031 exchanges for individuals making more than $400,000 a year. Those who...
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Implications of Giving a Gift vs a Loan to Family

What Are the Implications of Giving a Gift Versus a Loan to Family?

June 30, 2021
Q: What is the difference between a gift vs an intrafamily loan? A:  When money is transferred with...
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Should You Pay Off Your Mortgage Early or Refinance

Should You Pay Off Your Mortgage Early or Refinance?

June 30, 2021
If you have the savings, or can afford to sell an investment, paying off your mortgage early or making...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Do You Have a Plan for Leaving Wealth to Beneficiaries

Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021
Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...
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FAFSA Deadline is June 30: Should You Fill One Out?

FAFSA Deadline is June 30: Should You Fill One Out?

June 2, 2021
With the Free Application for Federal Student Aid (FAFSA ® ) due at the end of the month, you...
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10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021
Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...
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5 Tips for Dealing With Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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