Is It Time to Refinance? The Federal Reserve has just cut interest rates by .50% in response to growing concerns…
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Financial Planning
Insuring Your Valuables
If you have valuable personal possessions – such as jewelry, furs, antiques, art, coin collections, and the like — insurance…
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The Coronavirus and You
Chart thanks to Capital Group. We don’t know how bad this is going to be. That’s the scary part. We…
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The New SECURE Act
What’s up with that new SECURE Act? We’ve had several questions from clients about the SECURE Act (Setting Every Community…
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2020 Retirement Plan Numbers
Thresholds and maximums for retirement contributions and deductions The government left some retirement numbers unchanged and increased some for 2020….
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Increased Estate Tax Exemptions
Changes to lifetime tax-exemption totals The lifetime exemption for federal estate, gift and generation-skipping transfer (GST) tax has increased for…
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