Post-Deadline Tax Tips
April 23, 2023
The tax filing deadline has come and gone. If you didn’t file a tax return or an extension but should have, you need to take action now.
Reaching Retirement: Now What?
March 7, 2023
You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization
Helpful Retirement Savings Tips
February 16, 2023
Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex
Estate Planning And Income Tax Basis
May 13, 2020
WHAT IS INCOME TAX BASIS? Income tax basis is the base figure you use when determining whether you have recognized capital gain or loss on
The New Estate Tax Rules And Your Estate Plan
May 13, 2020
Under prior law, the gift and estate tax exclusion was effectively “use it or lose it.” In order to fully utilize their respective exclusions, married couples often implemented a bypass plan: they divided assets between a marital trust and a credit shelter, or bypass, trust (this is often referred to as an A/B trust plan).
Estimating Your Retirement Income Needs
May 13, 2020
Your annual income during retirement should be enough (or more than enough) to meet your retirement expenses. That’s why estimating those expenses is a big piece of the retirement planning puzzle. But you may have a hard time identifying all of your expenses and projecting how much you’ll be spending in each area, especially if retirement is still far off. To help you get started, here are some common retirement expenses:
