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Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

Why a Home Equity Line of Credit?

If you've been in your home a while and built up some equity (your home’s market value less your mortgage balance), it can be smart to use that equity to pay for home improvements or other needs.

January 2018 Investment Update

Preliminary estimates indicated that fourth quarter GDP expanded at a respectable rate of 2.6%, following robust growth of 3.2% in the third quarter.

How to Protect Yourself from Tax-Return Identity Theft

With tax season in full swing, it's important to be vigilant with your personal information and tax practices to make sure your tax refund ends up in your hands. Here are some steps you can take...

Have You Taken State Estate Taxes Into Account?

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

A Stock-Market First in 2017

What happened for the first time ever in 2017? Every month of the calendar year posted a positive return.

December 2017 Investment Update

The U.S. economy experienced its best sustained growth in several years, with back-to-back quarters of real GDP growth exceeding 3.0%.

Investment Overview: 4th Quarter 2017

Increasing economic growth, both domestically and internationally, buoyed financial markets in the fourth quarter. Importantly, global growth appears to be synchronizing...

New Tax Reform Bill: Loan Rollover Rules Impacted

The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

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