Top 19 Articles of 2019

Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]

What’s the Difference Between Retirement Planning, Financial Planning, and Estate Planning?

Q. My wife and I are hoping to retire in 12 years. We have already done our estate planning but have been told by friends and relatives that we need to also do financial planning and retirement planning. Aren’t financial planning … [Read more...]