The Holidays are a time of tradition and giving. For 15 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.
Last week on December 22, 2017, President Trump signed into law the largest overhaul of the U.S. tax code since the Reagan administration. The law has been widely hailed as very positive for business, and it appears that the law also provides benefits for many middle-income taxpayers.
As the oldest members of the Baby Boom generation reach their 80s in the next few years, the number of Americans needing assistance with the challenges of aging is, not surprisingly, on the increase.
Have you taken steps to protect the assets you have worked so hard to build?
Chances are, you know someone who has been sued. Maybe that someone is you.
On Saturday, December 2, 2017, at about 2:00 AM, Eastern Standard Time, the US Senate passed the most comprehensive tax reform bill in more than thirty years: the Tax Cuts and Jobs Act. Previously, in mid-November, the House of Representatives had passed a version of the same bill.
In previous times, people approaching retirement were also looking forward to having a debt-free home.
Getting your family involved in charitable giving can create a powerful legacy.
A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts.
Some of you who read the title of this post can already feel the sweat breaking out on your forehead; for many of us, the thought of asking our parents about their finances is a daunting prospect. After all, these are the people who raised us, who guided us into adulthood; what gives us the right to think we need to know about their financial plans?
With all that has been said, written, and discussed about preparing for retirement, it might seem that there is very little remaining that still needs to be talked about.
Good news from the IRS? This probably sounds like an oxymoron to many people.