Beware the Estate Tax Cliff

Beware the Estate Tax Cliff

When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate tax were largely over. Not so fast. As of January 1, 2018, the act doubled the federal estate tax exemption amount to a whopping $11.18...
Journey to Financial Fitness

Journey to Financial Fitness

When it comes to financial fitness, we are all on a journey that encompasses many small steps. Several of these may seem obvious, like having a budget, buying life insurance, or saving for retirement. But financial fitness also includes our health. Surprisingly, how...