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Major Estate Tax Changes Are Still Around The Corner

Major Estate Tax Changes Are Still Around The Corner

What do you do when the Go-To Strategies just won’t cut it? The Federal Lifetime Exemption is the total amount of wealth that you can give away tax-free in your lifetime. Importantly, it is the giver, not the recipient, who…

2022 Market Outlook: The Chocolate Twisted Pretzel

2022 Market Outlook: The Chocolate Twisted Pretzel

Pretzel Logic refers to reasoning that bends back and twists until it does not make sense.  (Pretzel Logic also is a fantastic, bluesy song by Steely Dan that refers to time travel.) A great example of this is happening right…

Smart Healthcare “Consumers” Put Pen To Paper

Smart Healthcare “Consumers” Put Pen to Paper

A prerequisite of being a smart healthcare consumer is being informed of the pros and cons of your options as we talked about in our last article. Understanding the information that we receive from our providers and how that may…

2021 Year-End Financial Checklist

2021 Year-End Financial Checklist

Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know it, we’ll be setting our…

Am I “Tax Locked” In My Home?

Am I “Tax Locked” In My Home?

As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term.  It may be more square footage than needed, or may require more cost and time…

Looking To Make A Move Prior To Selling Your Home?

Looking to Make a Move Prior to Selling Your Home?

Consider a Pledged Asset Line Many retirees consider the benefits of downsizing their home at some point.  According to Zillow, 46% of Baby Boomers who sold their homes in 2017 were in the process of downsizing.  But what happens if…

Medicare’s Annual Election Period

Medicare’s Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for current participants in Medicare to…

What Does Being A Trustee Entail?

What Does Being a Trustee Entail?

Imagine you have just gone through a thoughtful estate planning process.  Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is comfortable serving as trustee while…

Q3 2021: The Value Of The Five-Minute Warning

Q3 2021: The Value of the Five-Minute Warning

When my girls were younger, and we were at a playdate or birthday party, I found it very helpful to give them a five-minute warning that we were about to leave. As a parent, you can usually sense when it’s time to…

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