Ask the Adviser: What can I do to prepare for the estate tax exemption being reduced?
If you have a large estate, these strategies can help you avoid a high estate tax bill when the current exemption expires in a few years.
Ask the Adviser: How can I best maintain my financial plan?
Much like caring for a vehicle, financial planning is an ongoing process—not a once-and-done event.
Ask the Adviser: What are the pros and cons of Series I savings bonds?
Series I savings bonds combine relatively high returns with minimal risks—as long as inflation remains elevated.
Immediate Fixed Income Annuity: Is It Right For You?
Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certificates of deposit or bonds. Generally, the interest rate quoted far exceeds more traditional fixed-income products and is quite a lure to investors.
Phase 3 of the AGILE Retirement Journey
Transitioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.
I Just Inherited an IRA From My Parent. Now What?
The new rule for adults who inherit an IRA from their parents in 2020 and beyond is that they must liquidate that account within 10 years.
Does Who Wins in November Make a Difference in Your Portfolio?
While presidential elections can influence market performance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse correlation and causation.
Medicare Premiums
Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your finances to lower Medicare costs.
