Missions

Rising Home Prices Create Tax Liabilities

Capital gains taxes apply to the profit from selling a home, which could come as a surprise for older homeowners who bought their homes many years ago.

Briefings - The Economy

Monthly Economic Update – August 2024

Stocks closed mostly higher in August, buoyed by a strong close to the month. Favorable inflation data and economic reports helped drive stocks higher toward the end of the month…

Briefings - Markets

Market Correction Explained

Market volatility has increased over the last few weeks which could be attributed to several different themes, let's dive in to explore what may be problematic in the markets.

Retirement

State Tax Haven’s, Alaska Tops The List

State income taxes aren't the only thing to consider when looking at the overall tax consequence of a state to retire to.

Insurance

How Large is Your Umbrella?

Serious accidents don't happen very often, but when they do, the impact can be devastating.

Taxes

Rising Home Prices Create Tax Liabilities

Capital gains taxes apply to the profit from selling a home, which could come as a surprise for older homeowners who bought their homes many years ago.

College Planning

New Options For College Savings

Starting in 2024, extra funds in a 529 plan can be rolled over to a Roth IRA for the same beneficiary.

Estate Planning

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Market and Presidential Cycles

There are several notable trends associated with U.S. presidential election years that have been observed in the stock market.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Population Impacts on the Economy

One of the biggest drivers of economic growth in a country (and the world) is population growth: the growing number of workers and consumers.