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Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

Wednesday, December 14, 2022

Annually, 15 million people in the US experience identity theft.As we all know, identity theft is a serious financial issue. Many of the steps you take with identity theft are similar to having your wallet stolen, but generally,...

Thursday, December 8, 2022

There has been considerable concern over what many economists predict is an imminent recession. It may occur as early as Q1 2023 or as late as Q4 2023 and debate continues on whether the stock and bond markets are accurately pricing in...

Tuesday, December 6, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

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Tuesday, November 15, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

Wednesday, November 9, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

Wednesday, November 9, 2022

What an October for equity returns. It’s a great example of how difficult it is to time the market. With the Fed raising rates likely until early next year, there was little consensus that there would be equity returns like the...

Tuesday, November 8, 2022

Last week I posted an article about how markets are almost completely dependent on the rhetoric coming from the Federal Reserve Bank. Inflation is still arguably high but there are morsels of data showing that the rate hikes are...

Friday, October 7, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

Tuesday, October 4, 2022

There are two well-known indexes that track consumer sentiment and confidence. For the most part, these indexes tend to move in tandem even though they may sometimes deviate slightly in the short-term. But as of late, the Conference...

Monday, September 19, 2022

Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...

Thursday, September 1, 2022

In a volatile market, many investors prefer to hold a little more cash than they otherwise would or make investments a bit slower – spreading out the allocation to minimize any adverse impact from sudden market drops. With cash...