We're approaching the end of 2022, which means tax season is right around the corner. To help you prepare for this coming tax season, we've put together a year-end tax planning checklist to keep you organized & on track.
Widows often face a significant drop in income after the loss of their spouse, and the IRS offers a few important tax breaks that can help mitigate the loss and improve financial stability moving forward.
Filing a life insurance claim is a relatively simple process and should be done as soon as possible after the loss of your loved one. Knowing the process is underway may lift some of the financial stress during this time and help you prepare to make decisions about the road ahead.
Whether you are facing the challenge of how to best manage a recent or upcoming inheritance or planning for the transfer of your wealth to the next generation, we are here to help. Allow our team of legacy planning experts to help you put together a plan today to protect those you love now and in the future.
Whether you're early on in your working career, approaching retirement, or already transitioning out of the workforce, it's important to be realistic about what you should expect to pay for medical costs in retirement.
After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period.
That's the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.