The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...

The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i

Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...

Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...

I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...

Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...

In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay...

Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and Jobs Act in 2018, it is...

This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable...