Will Social Security be there for you? We think so. First, to describe the concern: On the current path, Social Security will only be able to pay out 78% of projected benefits starting in 2032. Why are we optimistic? The Baby Boomers (born 1946–64) are a huge...
As early as the early 17th century, scholars began using the phrase “In this world nothing can be said to be certain except death and taxes.” A few hundred years later, not much has changed. Sure, people now have ways to reduce taxes, and some societies don’t charge...
530A accounts, commonly known as Trump Accounts, are a new tax-advantaged investment account designed to help children build long-term wealth. While they offer unique benefits, they also come with important rules and planning considerations that families should...
When can I retire? This is a question we help people answer all the time, and is, in fact, one of the most common (and important) questions we hear. There is no universally “best” time to retire; it’s really what is best for you! However, here are some things to...
Both wills and trusts provide important benefits for protecting your assets, but the best choice varies based on your overall estate planning objectives. This guide outlines the key features of will-based and trust-based plans to help you make an informed decision...
