Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Grant Monson
How Bad Will the Stock Market Correction Get in 2022?
How Bad Will the Stock Market Correction Get in 2022?
Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?
Federal Estate Tax Exemption: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
How Do I Reduce Estate Taxes?
How Do I Reduce Estate Taxes?
Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.
Should You Worry About the Spike in Inflation?
Should You Worry About the Spike in Inflation?
Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
How to Prepare for the Biden Income Tax Increases
How to Prepare for the Biden Income Tax Increases
The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
How to Prepare for the Biden Estate Tax Increases
How to Prepare for the Biden Estate Tax Increases
The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
Tax Reform, Markets & Inflation, Q2 in Review
Tax Reform, Markets & Inflation, Q2 in Review
The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.
Market Values, Inflation, and Q1 in Review
Market Values, Inflation, and Q1 in Review
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.
Should You Worry About Inflation?
Should You Worry About Inflation?
Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.
Financial Planning for a Child with Special Needs
Financial Planning for a Child with Special Needs
Planning for a child with special needs carries a range of complexities. There is no single best strategy – your situation needs a customized approach, but these strategies should help make an informed decision for your child and family.
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.
Recessions – How Bad Are They & How Long Do They Last?
Recessions – How Bad Are They & How Long Do They Last?
Turn on the TV or scroll through a news feed in uncertain times and you’re sure to see that nasty “R” word - Recession. “How bad will this be?” “How long will this last?” It’s not uncommon to hear, “This one is different!” or “We’ve never seen this problem before!” So, what does history have to tell us about this topic?
You Can Skip Your 2020 RMD…But Should You?
You Can Skip Your 2020 RMD…But Should You?
The recently passed CARES Act allows you to skip your Required Minimum...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.