Taxes

As it does every few years, projections that the estate tax will soon sunset have begun to emerge. But we feel very strongly that even if it were to do so, the need for life insurance within estate planning would still be vital. Life insurance has the ability to satisfy an array of necessities that only life insurance can.

We ended 2017 with big news from Congress, a tax reform unlike any seen since the 80's passed. As the new year gets underway, so does the new Tax Cuts and Jobs Act. As a taxpayer, I want to know how this will affect me, and you should too.

With Christmas approaching in just a matter of weeks, you might find yourself wondering what to get your loved ones this holiday season. Luckily, I’ve got a few ideas for you.

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

You’re entertaining some friends at your house and everyone is having a marvelous time. Suddenly you hear a crash in the kitchen and you race to investigate. You find one of your friends laying flat on her back, unconscious.

If any good came out of the financial crisis and the Great Recession, it is that it made many of us become more financially literate and more aware of the need to pay attention to our finances. We now think before making purchases and we are better at prioritizing our expenditures.

Money is just one of those things that sometimes brings people as much pain as it does pleasure. As the economy in an up cycle of the recession, things are looking better but just the thought and uncertainty of an unstable economy is often enough to bring the fear back into people’s minds

Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money?

Regardless of your age, the thought of not having to work, but still enjoying a great quality of life is probably quite appealing. Retirement sneaks up on you as each year goes by faster and faster.

We all have a certain emotional attachment to our money, which is very logical since we work hard to earn it. We don’t always make the best financial decisions with our spending, especially when we are in heightened emotional states.