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6 Reasons to Review Your Insurance Policies

Wealth is painstakingly built but easily lost. Accidents, lawsuits, medical crises and other surprises can swiftly wipe out the most carefully laid financial plans. That’s why life, property/casualty and long-term-care…

AdvicePeriodMarch 23, 2022

Estate Planning News

Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready?

The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…

AdvicePeriodMarch 23, 2022

Estate Planning News

Three Common Estate Planning Mistakes to Avoid

Estate planning helps with financial peace of mind by protecting family assets and helping ensure they’re distributed according to your wishes, in addition to playing an important role in maintaining…

AdvicePeriodFebruary 17, 2022

News

The Latest RMD Rules: What You Need to Know

Individuals who invest in tax-deferred retirement accounts will appreciate two recent changes to required minimum distribution (RMD) rules. First, legislation that was passed in 2019 changed the RMD age from…

AdvicePeriodFebruary 15, 2022

News

Watch for These Scams in 2022

Financial scammers are as old as money itself, but they are continually adapting to changing times. For 2022, cybersecurity firm Norton Labs predicts that some of the top scams will…

AdvicePeriodJanuary 18, 2022

Charitable Giving

The Case for Donor-Advised Funds

Donor-advised funds, which are increasingly popular vehicles for charitable and tax planning, could face new restrictions thanks to a recently introduced U.S. Senate bill. But even if the bill becomes…

AdvicePeriodDecember 6, 2021

Caring for Aging Parents

When adults step in to help their aging parents, they can pay a steep cost, both financially and emotionally. But getting organized, enlisting help, and even redefining the work can…

AdvicePeriodNovember 15, 2021

Investing

The Real Way To Amplify Your Investment Returns

The financial media loves to lionize investment professionals who outperform the stock market. Never mind that almost no fund manager has sustained their edge for any length of time; those…

AdvicePeriodNovember 8, 2021

Investing

What is a Roth Conversion and is it Right for You?

The impact of the pandemic, along with current historically low tax rates, makes 2021 an opportune time to consider converting a traditional individual retirement account (IRA) to a Roth IRA.…

AdvicePeriodNovember 1, 2021

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