August 26, 2024

The Best Account of All

Americans love to rank things: from restaurants to movies to sports teams, if there is […]
June 20, 2024

Simple Solutions to Reduce Your Estate Tax

The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
October 30, 2023

Your 2023 Year-End Planning Checklist

As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]
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. […]
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 […]
August 30, 2022
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Roth Conversions: One Proactive Measure During Bear Markets

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