Planning Commentary

May 31, 2023

Debt Ceiling Turmoil

As I write this article, the stalemate over the US debt ceiling continues. However, it […]
May 12, 2023

FAFSA Changes Are on the Way

May 2023 Update: Originally published in September 2022, this article has been updated to reflect […]
April 18, 2023

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]
March 22, 2023

SECURE Act 2.0—A Boost for Retirement Savers

In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]
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 […]