Blog

The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many millions to worry about this topic? Stay with me [...]

The SECURE Act created a new twist in tax-planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable inheritance out over their lifetime and instead forces them to take the [...]

The continued uncertainty of the economy and stock market has millions of Americans worried that their retirement could be rocky and unstable. When the stock market is roaring, it’s easy enough to believe that potential [...]

Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at first, in the big picture it makes a lot [...]

The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle will impact your financial stability, especially when you are approaching retirement. Social [...]

Saving money can be difficult and nearly half — 42.3% — of Americans only have less than $10,000 saved for retirement. If you fall into this demographic, or if you’re just looking for a better [...]