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Category: Financial Planning

What Are the Gift and Estate Tax Rules After Tax Reform?

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the…

529 Plan Changes in 2018

Established in 1996, 529 plans were designed to encourage tax efficient saving for future college…

Tax Cuts and Jobs Act of 2017

With the Tax Cuts and Jobs Act of 2017 signed into law, we have focused…

Social Security Benefits Expected to Increase 2% in 2018

The Social Security administration announced a 2% increase in benefits in 2018. The increase is…

What Happens to your Online Accounts When you Die?

Technology is advancing at an increasingly rapid pace. The age of the internet has ushered…

Financial Planning for Expectant Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with…

Net Unrealized Appreciation — Your Options

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to…

Estate Tax Versus Inheritance Tax — What’s The Difference?

One of the most important components of financial planning is ensuring a sound plan is…

Top 5 Mistakes People Make in College Planning

The cost of education is rapidly increasing.  With student loan debt now being the second…

Dealing with the Fallout of Excess IRA Contributions

Tax season is here and the deadline is quickly approaching. Scores of Americans are gathering…