How Will Social Security Change Next Year?

Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.

Are You Ready for 2026?

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.

Estate Planning for a Changing Economy

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.

IRS Announces New Lifetime and Gift Tax Exemptions

The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.

Did Loretta Lynn have an Estate Plan?

Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.

Can I Retire in a Bear Market?

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

Why are Trusts a Good Idea?

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.