You may have heard some assumptions surrounding estate planning, but we’re here to help debunk a few popular myths.
Required Minimum Distributions for 2021: Here’s What’s Changing
Due to the CARES and SECURE Acts, the rules for RMDs changed in 2021. This summary will show you how.
Managing a Windfall: How to Be a Good Steward of Your Inheritance
What do you do if you've received a sizeable inheritance? Here are 5 tips to help you.
Tax Strategies for High Earners
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
Are you an MD? Create Your Financial Plan While Considering These Five Factors
As a medical professional, there are specific financial concerns you face. From paying student loan debt to finding the right financial partner, here are five key elements that should make up your financial plan.
Planning Inheritances for Your Children
Many people want to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.
A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
Applying for Life Insurance? Here’s What to Expect
Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.
What is a Mega Backdoor Roth IRA? Here’s How to Take Advantage of the Tax Savings
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
The IRS has extended the tax filing season for 2020. Here's what those who have yet to file their tax return need to know.