Preparing for your future with long-term care insurance

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover. No one wants to imagine a time when they might need help performing basic tasks, but nearly 70% of people 65 and over will require long-term care at some point. Twenty percent will need it for five...

Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.  Timing discussions around money while clearly communicating your financial values with heirs can be tricky. You may already be asking yourself: How will I help them understand this is more about passing on a legacy...

The pledged-securities mortgage explained

The pledged-securities mortgage explained

Most buyers in the market for a home can expect to need a 20% downpayment, which represents a significant amount of money in today’s real estate market. But even if they have the funds in their bank or investment accounts, they may not want to use them – and they may...

Mitigating surtaxes faced by high-income earners

Mitigating surtaxes faced by high-income earners

Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills. Every investor should have a thoughtful tax strategy, and for those that exceed certain income thresholds, proactive planning is...

Protect yourself and your parents from tax fraud

Protect yourself and your parents from tax fraud

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips. Identity thieves are stealing other people’s personal information and using it to file tax returns. These criminals often file fraudulent tax returns as early as possible in an...

Succession planning at all stages

Succession planning at all stages

It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning. For most business owners, especially entrepreneurs who have founded their business, the word succession is inextricably linked with retirement. For...

Help safeguard your assets from a beneficiary’s divorce

Help safeguard your assets from a beneficiary’s divorce

How a careful and intentional trust will help ensure your intentions are upheld. Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to make the transfer, and some offer more...

Opportunity blooms in tax season

Opportunity blooms in tax season

Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So, you worked diligently...

Choosing the right charitable giving vehicle for your goals

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles. If giving is in your heart, charitable planning vehicles have likely been a topic of conversation with your advisor. There are a variety of options, and each has its own benefits, from tax advantages to grant...

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