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Category: Financial Planning

States vs. SALT

Each year, thousands of professionals use their creativity and ingenuity to try to figure out the best ways to lower…

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 federal gift and estate tax…

529 Plan Changes in 2018

Established in 1996, 529 plans were designed to encourage tax efficient saving for future college expenses. The Tax Cut and…

Tax Cuts and Jobs Act of 2017

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

Social Security Benefits Expected to Increase 2% in 2018

The Social Security administration announced a 2% increase in benefits in 2018. The increase is estimated to affect 70 million…

What Happens to your Online Accounts When you Die?

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

Financial Planning for Expectant Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with feelings of joy…and anxiety. According…

Net Unrealized Appreciation — Your Options

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

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

One of the most important components of financial planning is ensuring a sound plan is in place for the transfer…

Top 5 Mistakes People Make in College Planning

The cost of education is rapidly increasing.  With student loan debt now being the second highest consumer debt category, trailing…