Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. The attached discusses six documents that you should have in order to protect the wealth and the harmony of the family. Family Legacy Download
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Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond. After spending decades in the workforce, others eagerly anticipate retirement, dreaming of the day they can leave the office and the working world behind. Retirement represents a significant transition, a milestone marking the close of one…
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Key Birthdays Do you know someone celebrating any of these milestones? Certain milestones present special tax and investment questions to consider. Questions? Please do not hesitate to contact us. Download here Key Birthdates
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On January 31, 1940, Ida May Fuller of Ludlow, Vermont, was the first person to receive a Social Security check. That historic payment amounted to $22.54. Before retiring in November 1939, she served as a legal secretary and contributed to Social Security for about 2½ years. Total taxes paid: $24.75. Before passing away in 1975, she had…
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Use this reference to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. Questions? Please do not hesitate to contact us. Spring Key Planning & Investment Deadlines
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If you are reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Attached are five potential pitfalls you should be aware of. Questions? Please do not hesitate to contact us. Download here 5 Tax Gotchas in Retirement
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What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. Notwithstanding the different fields of study, financial fitness, much like physical fitness, can yield benefits that endure well into the future. Let’s dig a little deeper and better define financial fitness. Financial fitness…
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Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Creating a Financially Organized Life
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Are you familiar with how our federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Conservatives, hoping to thwart the idea, proposed passing the bill as they believed 75% of the states would not ratify the constitutional amendment, according to the National Archives. To their…
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Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. (Note: No deadlines in May, July, or August.) Questions? Just give us a call and we’ll be glad to help. 2025 Retirement Checklist- Download Here
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