Planning Commentary

January 28, 2023

What Is Your “Why?”

The importance of shared values and a mission statement for the family business We all […]
December 29, 2022

Hand-Me-Downs and Split-Interest Gifts

Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
October 24, 2022

2023 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2022-38 (PDF) and Notice 2022-55 (PDF), which detail the tax changes, inflation and […]
October 13, 2022

Who Needs a Credit Card?

What young adults and parents need to know about credit cards and building credit. “Free […]
September 26, 2022

Your 2022 Year-End Planning Checklist

Fall is Here—Time to Get Your Financial House in Order Just as “Spring Cleaning” means […]
September 23, 2022

FAFSA Changes Are on the Way

If you have a student who will be enrolled in college for the 2023–24 school […]
September 12, 2022

Choosing Between a Donor-Advised Fund and a Private Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]
August 30, 2022
Marc Scavo photo

Roth Conversions: One Proactive Measure During Bear Markets

The first half of 2022 certainly tested the patience of investors. Both stock and bond […]
July 29, 2022

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]