Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Are Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
Did You Know Sept. 8 Is International Literacy Day? Here's How Literacy Impacts the Economy
There is a strong connection between the economy and literacy. In this article, we'll examine how the two are connected, as well as some ways to improve them both.
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.