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The time of year has come to tackle Fall semester tuition bills! Having established and contributed to a 529 education savings plan, you’ve positioned your family well. This article discusses how to get the 529…
The Real Estate market, particularly residential housing, has seen tremendous growth over the past few years. For those looking for homes, supply has been low and demand has been strong, necessitating many buyers to sweeten…
A common misconception I frequently hear is that capital gains pushed the taxpayer into a higher tax bracket. What is happening? As people are reviewing their tax returns, they may see long-term capital gains or…
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…
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…
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…
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…
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…
Written by Eileen Stevens and Lisa Neira The House Ways and Means Committee recently unveiled their draft tax plan, part of President Biden’s new “American Families Plan” proposal. While many ideas were floated to increase…
Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…