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...

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...

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...

We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these...

The U.S. economy finished 2017 with another strong quarter. GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter...

Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...

Recently, our own Yvonne Marsh appeared on WVLT’s “Everyday Solutions” program with Whitney Kent to discuss some common mistakes people...

It’s easy to think that you’ll be paying less tax in retirement. After all, you’re not working full time anymore and, odds are, your...

The second quarter of 2017 was another good quarter for the markets. Equities added several percentage points, pushing year-to-date...

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