Estate Planning

This Week and Always… Ahead of the Thanksgiving holiday this week I was reflecting back… Just like we did last year, we’ll probably head back out for a three-generation round…

Changes Are Coming The change that’s coming is certain. When and how much is uncertain. It looks like changes for the 2022 tax year are happening. Congress passed the $1.2…

Opportunities Housing prices are at all-time highs. Investment accounts have big gains (or should). 401k balances have grown substantially. So what are you doing with all this? Most are gaining…

Are You Ready? The media can really feed notions of fear. The media can really feed notions of euphoria. Friends can stir emotions with their “big” wins. (Notice how most…

Potential Surprise The dotcom bubble had burst.Then 9/11 happened.It was a series of events that causes the markets to come crashing down.Within a few years, economic optimism picked up.So much…

The top tax rate has been as high as 94%. The bottom tax rate has been as high as 22%. FDR proposed a 100% top tax rate. During these previous…

Taxes. Taxes. Taxes. This is the narrative and the threat out of Washington. For good reason, too. The proposals by the Biden administration are to raise the tax rates. With…

Few things in life are no-brainer investments. One absolute no-brainer investment for me is my kids. And not just in their schooling and activities. Investing in the relationship is by…

Investment accounts. Portfolio balances. Financial products. Returns up. Returns down. But are you ready? Are you ready to endure the real-world ups and downs of financial retirement? There is no…

You want your pilot ready for the Sully moment. Of course, you never want to have that experience, but it’s helpful to know your pilot is trained for it. That…