Blog

The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules...

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...