WHY ESTATE PLANNING IS STILL IMPORTANT

With the federal gift and estate tax exemption currently at $5.25 million per person ($10.5 million for married couples), some clients and potential clients with “smaller” estates may wonder if they need any estate planning. But there are many reasons to do estate planning other than to avoid estate taxes. In fact, for most Americans, the recent tax legislation has brought incredible freedom. Instead of jumping Read More

9 FINANCIAL RESOLUTIONS FOR A HAPPY NEW YEAR!

As 2016 draws to a close and 2017 approaches, it’s an excellent time to begin making plans for growth in the upcoming year.According to a study conducted by Fidelity Investments, 37 percent of Americans considered making at least one finance-based New Year’s resolution for 2016, up from 31 percent in the previous year. Those numbers are likely to increase again this year, especially since we won’t have a Presidential Read More