Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.
Real Men Wear Pink = Men Fighting Breast Cancer. This distinguished group of community leaders is determined to raise awareness and money to support the American Cancer Society's mission and save more lives than ever before from breast cancer.
Collecting valuables is a hobby that many people enjoy. But to properly protect your collectibles, follow these 5 steps.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.
If you're considering making changes to your portfolio as a result of current events, here's a reminder on diversification.
Many Hispanic families share common financial challenges. During this year's Hispanic Heritage Month, we'd like to acknowledge some of these challenges, while offering potential solutions.