By Laura Saunders and Richard Rubin March 10, 2022 6:00 am ET ________________________________________________________________________ The expanded estate- and gift-tax exemption expires at the end of 2025 The federal estate- and gift-tax exemption applies to…
ESTATE AND GIVING As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved…
BUSINESS OWNERSHIP Insurances, diversification, smart management and good hiring are ways to protect your professional assets, but it’s imperative to learn how to protect your personal assets. Along with the…
FAMILY AND LIFESTYLE Find the right mix of coverage to live with confidence. Let’s face it: Life involves risk. That’s why risk management is a crucial part of a long-term…
by: Jackie Stewart January 25, 2022 Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works. Gerald Teaster spent five years…
Cryptocurrency Center Chris Skinner - Feb 01, 2022 What does NFT stand for? NFT stands for Non-Fungible Token, an acronym and phrase that no mere mortal understands. The gist…
Erik Carter - Contributor Financial Finesse - Contributor Group _________________________________________________________________________________________________________________________ The pros and cons of performing a Roth Conversion There’s been a lot of talk about whether the backdoor Roth IRA and mega back…
PUBLISHED TUE, JAN 4 202211:32 AM EST Kate Dore, CFP® @KATEDORE __________________________________________________________ KEY POINTS As retirees kick off the new year, high inflation and strong investment returns may leave many…
RETIREMENT AND LONGEVITY Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking…
Written by: Crypto Blokes When Bitcoin (BTC) first appeared way back in 2009, it was even more confusing than it is today. The questions “What is Bitcoin?” and “Why should we…