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Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

Should You Pay Off Your Mortgage Early?

Pay Off My Mortgage

We’ve recently heard from a number of clients who wondered whether they should pay off their mortgages. I tell them that there are a couple of ways to answer this question. One is what I…

How High is Too High for the Stock Market?

High Stock Market

High Stock Market Stocks have rallied a lot from the lows they hit in early 2009.  Stock market gains have come from a combination of confidence in the global economy and robust earnings growth for…

IRS Updates – What’s on the Horizon for 2018

IRS Updates - What's On The Horizon For 2018

In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased are the 401(k) contribution…

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