Estate planning is an important component of a comprehensive financial plan that provides for you and your loved ones in the way you intended. Estate plans often incorporate trusts, which…
Summertime financial check-in with Chris Lambert
My family loves our summer traditions of baseball tournaments and beach trips. I hope that you can enjoy treasured traditions this summer as well! We work diligently each day to…
What can you do to mitigate your taxes?
As 2022 comes to a close, with markets down and in the wake of record inflation and rising interest rates, there are several factors and strategies to consider for mitigating…
Is Uncle Sam one of your beneficiaries?
Current estate tax exemptions are set to expire at the end of 2025, which means we could see a 50% reduction in available exemption per person. It has been 87…
WBIR-TV: Stocks, Bonds and Your Financial Plan
The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda…
Why Planning Now Beats Planning Procrastination
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy, you aren’t alone. Today, we’ll…
What’s the Point of Asset Protection?
As a successful business owner, you know how important asset protection is. However, many business owners look past an important question when protecting their assets: “Why am I doing this?”…
Year-end financial steps to take now
Regardless of your phase in life, there are opportunities to maximize your tax efficiencies and improve your long-term financial outlook by taking action before year end.
Born before Jan. 2, 1954? You could be leaving free money on the table
In most cases, it is to your advantage to delay drawing Social Security benefits until you reach age 70. Your benefit amount increases by 8% each year that you wait…
529 plan’s less popular cousin – the Coverdell ESA
We’re continuing our education series with a closer look at Coverdell ESAs. Before 529 plans were expanded to include K-12 tuition, Coverdell ESAs were a popular way to save for both college and secondary education expenses. Coverdells have…
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