Retirement
Happy National 401(k) Day!
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future:
September 4, 2025
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future:
The irrevocable life insurance trust (ILIT) has long been a staple of estate planning. However, due to the dramatic rise in the federal lifetime gift and estate tax exemption over the past few decades, ILITs are losing some of their luster.
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for estate tax planning has drastically decreased. However, with a top marginal income tax rate of 37 percent, the focus of estate planning has shifted to a new frontier: income tax basis planning.
Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. We have some tips to ensure your charitable gifts count!
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet many Americans report feeling disappointed that their partner did not
Moving away from home is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances.
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ
The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions.
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the