With three major pieces of tax legislation passed in the last four years, we enter 2024 with more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow. Here are the highlights. To see all the details,READ MORE
Retirement, Retirees
As financial planners, we run a lot of retirement projections. We tend to assume a long life to account for the financial impact of longevity. Long life in our projections is typically age 96. The idea is that there isREAD MORE
Retirement should be about exploring items on your bucket list, not worrying about your finances. But for many, it’s overshadowed by the looming question: “Will my money last?” In fact, an alarming 56% of Americans are concerned that their savingsREAD MORE
In today’s digital world, more and more families’ finances are being managed online. Everything from paying bills, managing utilities, and scheduling medical appointments may be done online these days. When it comes time to take a more active role inREAD MORE
Do you have money left over in a 529 account for your child? Maybe your oldest got a scholarship to college, or just didn’t need as much money as you had saved up. No matter the case, there are someREAD MORE