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This is our medium to communicate ideas, stories, and opinions that may be relevant and useful to you

Friday, June 20, 2025

Missed your IRA or 401(k) RMD? Learn how to correct it, avoid IRS penalties, and set up automatic withdrawals to prevent future issues with this simple 5-step guide.

Tuesday, June 10, 2025

Learn the difference between Roth conversions and Roth contributions. Explore rules, tax impacts, and 5 steps to decide if a Roth conversion is right for you.

Friday, May 23, 2025

Shield your retirement income with the 3-bucket strategy. Divide assets by time horizon to minimize risk, avoid selling during market dips, and support long-term growth—even in volatile conditions.

Thursday, August 1, 2024

Discover the benefits and purposes of an Irrevocable Life Insurance Trust (ILIT) in estate planning, including tax advantages, asset distribution, and liquidity provision.

Thursday, June 20, 2024

Learn how to plan for estate tax exemptions expiring December 2025 with comprehensive strategies to protect your assets and minimize taxes. Stay ahead with our expert guidance.

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Saturday, February 18, 2023

Starting in 2024, 529 funds that don't get used for education will be able to roll over to the beneficiary's Roth IRA, free of taxes and penalties.

Friday, June 17, 2022

A quick note to talk about what's going on with markets.

Friday, June 10, 2022

Is the world more uncertain right now than it has been in the past? A brief thought along with the latest news.

Friday, May 13, 2022

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it's time to bail on markets for the summer, but I'll tell you why that thinking is a mistake.

Friday, March 18, 2022

Some perspective on the (many) headlines floating around. Is a recession coming? What about inflation? Is a recession coming?

Wednesday, March 2, 2022

Some perspective on the grim situation in Ukraine and what could happen in markets. (Need a break from it? Scroll down to the P.S.)

Friday, January 21, 2022

The day will come when all of us will pass, and what happens then will either be something of our choosing or a consequence of us not making a choice. Answer these 7 Questions to Protect Your Heirs and Estate.