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Everything You Need to Know About the Lifetime Gift Tax Exemption
The lifetime gift tax exemption applies to all the taxable gifts an individual makes during life, and it also applies to assets left upon that individual’s death. In 2021, that lifetime exemption is $11.78 million for individuals. Here, we answer common questions about gift taxes. What qualifies as a Read More
Estate Tax Planning: How to Avoid or Reduce Estate Tax
Estate taxes can have a significant impact on what your beneficiaries receive, and recent changes (and speculation about changes) to tax law make now a good time to review your estate planning. Recent legislative proposals under the Biden administration have made some people concerned that estate and gift tax Read More
Women and Investing: What Every Female Investor Should Know
When it comes to women and investing, there are quite a few myths and stereotypes that have been perpetuated through the years. Here we look at what the data really say about female investors. Women have longer life expectancies, must contend with the gender income gap, and are often Read More
Thinking About Working After Retirement? Pros & Cons to Know
It used to be that retirement was a hard stop to decades spent in the workforce, with the promise of much travel, catching up on long-lost hobbies, and time spent with grandkids. But these days, retirement is less of a destination and more about change, as increasing numbers of Read More
Is Inflation Here to Stay?
You’ve most likely heard all the buzzing in the news recently about inflation. Here’s an update to let you know what we’re keeping an eye on and what we believe you can expect.Will Inflation Be Transitory or Sustained?This is the big question that the Federal Reserve has been asking: Will Read More
What is a Registered Investment Advisor (RIA)?
What exactly does this title or designation mean, and should you turn to an RIA for your investments? Here we break down the basics. A Registered Investment Advisor was formally defined as part of The Investment Advisers Act of 1940 as a “person or firm that, for compensation, is engaged Read More