Planning Commentary

March 9, 2022

What Does It Mean to be Tax Diversified?

We spent much of 2021 watching the news, wringing our hands, and waiting for the […]
March 4, 2022

Speaking From Beyond the Grave: Writing a Letter of Intent

After my father died in 2011, my siblings and I each received a small payment […]
February 16, 2022

Create an EPIC Retirement

Preparing for retirement can be exciting and terrifying! At age 55, my husband has started […]
February 15, 2022

It’s Almost Time to Clear the Clutter

This article was originally published in February 2020. It was updated in February 2022, to […]
January 18, 2022

Adventures in Business Ownership

I have always loved a good adventure! A challenge involving a little risk and an […]
January 13, 2022
Marc Scavo photo

New RMD Tables in 2022—A (Small) Tax Break from the IRS

What is an RMD? We have good news! The IRS has reduced the amount that […]
December 14, 2021

2022 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2021-45 (PDF) and Notice 2021-61 (PDF), which detail the tax changes, inflation and […]
October 29, 2021

Are you Prepared?

Death can be a sensitive and often avoided topic of conversation. We don’t know when […]
September 29, 2021

Maximizing Wealth Transfers to Minors

If you wish to maximize wealth transferred to a minor child or grandchild without having […]