Key Highlights Introduction More and more people are opting for early retirement each year. Still, many are hamstrung by IRS regulations that impose an early
Key Highlights Creating an estate plan is crucial for ensuring the well-being of your belongings and loved ones in the future, providing peace of mind
Key Highlights Introduction Preparing for retirement involves carefully determining how much money you can safely withdraw from your savings each year to enjoy financial security
Key Highlights Securing long-term care insurance is a wise decision to safeguard your family’s finances if you or a loved one requires continuous care. When
Key Highlights Introduction Planning for retirement can be complex, especially concerning maximizing tax benefits and saving adequately for the future. Spousal IRAs are advantageous for
Key Highlights Introduction Long-term care assists individuals with ongoing health issues or disabilities in living more independently by aiding them with daily tasks. This care
Key Highlights Introduction Inheriting an IRA can be a significant financial event, and it is essential to understand the rules and regulations that govern these
Key Highlights Introduction In recent years, capital gains tax proposals have been the subject of much discussion and debate. With the release of President Biden’s
Executive Summary Introduction The 1031 exchange strategy is a powerful tool for real estate investors to maximize their returns and defer capital gains tax. By
Introduction Life Insurance and Annuity policy owners must explore various options to optimize their financial plans and goals in today’s ever-changing economic landscape. One such
Managing your life savings is no easy project. Mistakes and large losses can move you farther away from your goals. So, hiring the right professionals matters. Learn about the CFA® advantage and how hiring a CFA® Charterholder vs. CFP® Certificant (or ideally, both)…
Irrevocable Life Insurance Trusts (ILIT) have been in use for decades as a strategy to lower estate taxes. However, since the Tax Cuts and Jobs Act of 2017 doubled the estate tax exemption (currently $12.92 million per person), these tools have fallen out of favor since fewer…
