Saving for Retirement: A Brief Overview

Saving for Retirement: A Brief Overview

You’ve started your career. You’re paying your dues and you’re making ends meet. The good news is, no matter where you are in your career, you can start making important steps toward securing your retirement; as immediately as on the very first day...
Long-Term Care Awareness Month

Long-Term Care Awareness Month

National Long-Term Care Awareness Month is an annual designation observed in November. Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? This kind of care can be very expensive and take a toll on the family as a...
Select States Still Pursuing Fiduciary Rules

Select States Still Pursuing Fiduciary Rules

When an appeals court vacated the Department of Labor’s fiduciary rule, many states decided to take the fiduciary issue into their own hands. Then, the Securities and Exchange Commission put forth a rule package that would require brokers and advisors to act in...
Reasons for Inheritance Fights

Reasons for Inheritance Fights

A common reason why some people don’t engage in estate planning is a fear that their families will fight after their death, when their motives and activities will be subjected to unwanted intense public scrutiny. Because it provides a medium for the public...
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...