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Understanding the Stimulus Package

The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…

Medical Foreign Travel Insurance

Medical Foreign Travel Insurance

With the rapid rise in reported cases of coronavirus around the world, travelers are reconsidering their upcoming vacation plans.  For many, that could mean canceling trips while for others, it means looking into travel insurance. If…

SECURE Act – Revisiting Your Estate Plan

Secure Act Estate

The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans.  Under previous…

The Increased Gift Exemption Amount

Gift Exemption

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…

ESG Investing is What You Need in a Tight Labor Market

ESG Investing

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…

Retirement Identity – Do You Know Yours?

Retirement Identity

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…

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