News and Commentary

Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin

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Posted on August 15, 2023 by Eric Zeitlin

Engaging in estate and financial planning without paying attention to taxes can be a fool’s errand. Tax awareness can be tantamount to all aspects of saving, investing and spending. Failure to consider the tax implications of any estate or financial plan component may negatively affect expected returns and result in significant tax liabilities. Tax Terms […]

Don’t Forget Taxes on Social Security Benefits in Retirement By Lee F. Hediger

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Posted on August 01, 2023 by Lee Hediger

Too often, individuals planning for their golden years forget to consider the federal taxes they will need to pay on their Social Security benefits. Unfortunately, these oversights can take a considerable bite out of one’s expected income in retirement. Generally, if the income you rely on in retirement comes from sources other than Social Security, […]

2023 Market Outlook – July

Posted on July 27, 2023

The U.S. economy continued to defy the odds of a recession through the first half of 2023. After some political theatre, the government avoided a major self-inflicted error by raising the debt ceiling, allowing attention to turn to the economy. On balance, we would argue, the economy has improved relative to where it was at […]

What is a Spousal Lifetime Access Trust? By Lee F. Hediger

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Posted on July 27, 2023 by Lee Hediger

One of the basic principles behind proper estate planning is to help ensure that decedents’ hard-earned wealth passes to their heirs in the most tax-efficient manner, which often means minimizing exposure to federal estate and gift taxes. While there are a variety of trust vehicles and other strategies individuals may use to achieve this goal, […]

How to Carve a Pathway to Strong Financial Wellness By Olga Ismail

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Posted on July 05, 2023 by Olga Ismail

It is good practice to assess your physical and mental well-being regularly to identify changes you may make to improve your current circumstances. For some, this may result in simply eating a healthier diet, committing to a more rigorous exercise routine or working with a therapist or other licensed medical professional. The same advice applies […]

Gifts of Education Becoming More Valuable in 2024 By Lee F. Hediger

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Posted on June 28, 2023 by Lee Hediger

Generous grandparents have even more reasons to establish 529 educational savings plans for their grandchildren in 2024 when new Roth IRA rollover provisions are in effect. Generally, contributions to 529 plans grow tax-deferred and can be withdrawn by beneficiaries tax-free when used to pay for qualifying education expenses, including tuition, books, computers, and room and […]

Options for 401(k) Plans When You Change Jobs By By Olga Ismail

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Posted on June 20, 2023 by Olga Ismail

According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2022 was 4.9 years, the same as in 2021 and just 0.01 percent less than in 2018. That translates to approximately nine jobs over 45 […]

Relatable Finance Podcast Episode 125: What Exactly is “the market”?

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Posted on June 13, 2023 by

In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in your investments if this is […]

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