Biden Targets the “Stepped- Up Basis” Rule
President Biden, along with Democrats in the House and Senate, want to eliminate the “stepped-up basis rule” for inherited property. This new strategy disproportionately impacts older Americans who have the…
Read MoreCARES ACT Guide- Repost
CARES ACT Guide Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law March 27, 2020. CARES Act will allocate $2.2 trillion of relief funds for individuals…
Read MoreKnow your account types
There are two broad categories of plan types: qualified and non-qualified. Within these groups are a number of important accounts that can help you achieve your financial goals. Let’s take…
Read MoreGood Debt Versus Bad Debt-Understanding The Gray Area
Debt is due for a rebrand. So often when we hear about debt in the news, it’s within the context of “bad debt” – households in over their heads with…
Read MoreWhy You Should Include Your Financial Advisor In The College Savings Discussion
As tuition costs rise and students shoulder staggering debts inorder to pursue a post-secondary education that will set them upfor the new economy, the conversation surrounding collegeplanning is evolving. Parents…
Read MoreWhy now is still a good time for a financial review
We help those who’ve made it keep it! Who would have thought that video conferencing software such as Skype and Zoom would have become such an important part of life…
Read MoreExit stage right – What to think about when you’re ready to leave your business
A succession plan will help assure business continuity If you’ve built a successful business, you know that having a plan is critical to making it work. By the same token,…
Read MoreBiden’s Proposed Tax Changes
Biden’s tax plan has received a lot of press. Below are some key elements in Biden’s Proposed Tax Changes coming in 2021. Top Tax Bracket Increase– Biden says anyone making…
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