The Biden Tax Plan and Its Impact On Estate Taxes
A Presidential change brings uncertainty in the world of estate planning. Here's what we know about President Elect Biden's proposed tax plan and how it could affect estate taxes!
Cost of Living Adjustments & Tax Changes From The Social Security Administration for 2021 Are In. Here's What's Important.
The IRS released it's COLA and tax changes for 2021. Here's what you need to know and how it might affect you.
Should I Create An Online Will Or Hire An Attorney?
Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals? Obviously budget is always a concern, but here are a few advantages and disadvantages to the online process. Keep in mind, there are also some hybrid solutions out there that involve online development with attorney review. Send me a note or schedule a call if you'd like to learn more about this type of approach!
Should I Still Save In My 401(k) If My Employer Stops Matching Contributions?
16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are our thoughts regarding the 401(k) from tax benefits to hidden fees and expenses. Should our unmatched dollars still be going here?
You Can Now Take $100,000 From Your 401(k) or IRA, but Should You?
For a limited time, Americans have the option to withdraw up to $100,000 from their 401(k) or IRA. Considering taking advantage of this change? We'll go over what you need to know before deciding.
Seizing Opportunities: What We Should Do Right Now (Part 1)
What should we be doing right now? Our team is putting together content to give you actionable strategies so you can position yourselves to succeed in the coming years. Keep in mind these strategies are part of a 5-year plan. After 2008 it took nearly 4 years for the S&P to recover all of its value from 2007. We don't expect this shock to look much different. It will take time to recover, but we want to make sure you are there to benefit as it does.