Pennsylvania: Good State To Retire In, Bad State To Die In
While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inheritance tax is really something that all Pennsylvanians need to consider.
Three Key Assumptions To Make in Financial Planning
When comparing results between retirement projections make sure you understand the assumptions of each plan.
Estate Planning: What You Should Know About Asset Titling
I recently met with a couple who had just received a sizable inheritance from the wife’s father. An event like this usually raises questions about the impact on their financial plan, tax…
The One IRA Mistake That Could Cost Your Family Thousands
Each financial institution has a unique default beneficiary sequence.
Teach Your Children Well – Or They Are Likely to Waste Their Inheritance
Studies estimate the baby boom generation is set to inherit $11.6 trillion over the next 20 years from their parents. The baby boomers are expected to pass on as much…
Five Strategies for High Income Earners to Deal with the New Tax Rules
The American Taxpayer Relief Act of 2012 (ATRA12) prevented higher taxes for many taxpayers but those in the top two tax brackets will experience an increase in taxes in 2013…
Social Security Basics
In 1935, President Franklin Roosevelt signed the Social Security Act, which provided a nationwide retirement and social welfare program for the first time. Since then, Social Security has grown to become…
The Death of Equities — 33 Years Later
Does this sound familiar?
The ABC’s of Deducting Losses in Variable Annuities
The mechanics of doing so are tricky.
Do You Hold Title Correctly for Your Real Estate?
Property title questions during financial planning interviews often draw blank stares. Yet, understanding the differences among tenants-in-common, joint tenancy and community property is important for creditor protection issues, estate planning,…
Helping or Spoiling?
That’s the question a parent must ponder when an adult child asks for financial assistance. One of the greatest parts of being a parent occurs when you become a grandparent. So, it is…
