Planning Commentary

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 […]
July 12, 2022

Cybersecurity in 2022

Cybercrime is the world’s third-largest economy behind the US and China. It’s believed to have […]
July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]
June 7, 2022

The Cost of Procrastination: Your Business Succession Plan

My rising high school senior had the best intentions for the summer of 2021. After […]
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 […]