Election day is finally here - which means the relentless political ads, phone calls and social media posts are coming to an end. As we spend the upcoming days discussing and determining the future of our country for the next four years, it’s important to prepare for potential changes to come - specifically changes regarding your estate taxes.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
Are you ready for Medicare's open enrollment period? During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Here are a few changes you can make to your health coverage during this time.
There is no doubt that having and raising children costs a significant amount of money. While many people accept the financial commitment and have children, today we look at if it is smarter to do so earlier or later in life?