4 min read
Year-End Financial Planning Checklist
With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
Tax Planning
5 min read
Financial Planning for the Sandwich Generation
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
4 min read
Tax Planning Strategies for Non-Taxable Estates
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
4 min read
Tax Loss Harvesting and 5 Other Ways to Minimize Taxes
There’s no such thing as a one-size-fits-all financial strategy. A solution that works for someone with a diverse portfolio won’t be a good fit for...