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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

October 2, 2022
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

September 12, 2022
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Buy-Sell Agreements for Dentists Preventing Disputes Over Value

Buy-Sell Agreements for Dentists Preventing Disputes Over Value

July 29, 2022
It is not uncommon to have partners or co-owners of your dental practice . With this scenario, it is...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap

April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Investing for Impact

Investing for Impact

March 7, 2022
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Financial Strategies for Life-Changing Events

Financial Strategies for Life-Changing Events

March 2, 2022
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?

January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

January 10, 2022
Nearly four in 10 (38%) of Americans currently work with a financial advisor, representing a significant jump from __...
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ABCs of Medicare Part 2

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ABCs of Medicare Part 1

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Bond Market: Should You Invest in Bonds?

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