Estate Planning

8 Things To Consider Before Buying That Second Home For Your Retirement

With the stock market seemingly hitting new record highs every day and mortgage rates

How to Make Charitable Giving Part of Your Estate Plan

If you are charitably-inclined or if you are looking for ways to minimize income or estate taxes

Funding Puts the Fun-(ction) in Your Trust

I have always struggled with the use of the term "funding" as it pertains to trust planning. In reality, a more

Unusual Times Demand Unusual Statistics

Much of the recent buzz around issues like inflation has focused on the terrible numbers we see being reported. But the

What To Know About The New And Upcoming Child Tax Credit Portals

As recent letters to taxpayers who might be eligible for the advance child tax credit indicated

June 2021 Monthly Economic Update

Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow

What Is Herd Instinct?

First, remember that no political party has been exclusively great or awful for stock markets. And while many might view Republican

Biden Policies to Impact Stock Markets – Part II

First, remember that no political party has been exclusively great or awful for stock markets. And while many

Biden Policies to Impact Stock Markets – Part I

Will the policies of the Biden Administration have a negative or positive impact on the stock market? A

How To Cut Your Taxes, And Boost Your Dividends, Like The 1%

Now that the Democrats control the House, Senate and the White House, you’re probably wondering what