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When we’re sitting with prospective clients, we often see a similar range of emotions during our meeting. At first, they may be anxious or embarrassed, worried that they didn’t start saving for retirement earlier or…
One of the major changes in the 2017 Tax Cuts and Jobs Act (TCJA) was an increase in the estate and gift exemption, which is the amount that one can gift during their life or…
Some of my fondest memories include sitting around the kitchen table playing The Game of Life with our children. Reminiscing about those afternoons, I realize Milton Bradley’s board game provided a roadmap to the types…
Can a commitment to strong environmental, social, and governance (ESG) practices help attract and retain talented employees? ESG investing matters more than you might think. Consider Donna and Sam Franklin, who were young medical researchers when…
Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…
Medicare premiums turn out to be a big expense and a big worry for many in retirement. In 2003, the Medicare Modernization Act — easily the largest overhaul of Medicare in its history — was…
We often refer to the years between retirement and when an individual turns 70 years old as the gap years in retirement. The point from which you stop earning employment income until you turn age…
The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios. One of the more important decisions in the process, and one that often does not get enough…
Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these…
We wrote a blog last year highlighting a charitable gifting strategy that became more attractive for many families under the new tax law. That strategy, known as Qualified Charitable Distributions (QCDs), allows you to make…
