At the risk of sounding like a fearmonger, I’d like to share with you the fact that your taxes in retirement may be a lot more complicated than while you’re working. But the rewards are tremendous if you are willing to start early, dedicate the time to planning, and ask for assistance. Let us help.
Video - Why and How To Update Beneficiary Designations
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
Video - 7 Financial Questions For Parents This Season
7 Financial Questions For Parents This Season
Video - Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Let Sabina take you through a few factors to consider:
Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. The result is an additional $6 or $11 million of assets you can transfer to your beneficiaries via gift or estate, tax-free! While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Here are a few factors to consider:
Video - 10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Let Sabina take you through some tips to ensure that your donation makes the biggest positive impact.
10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Here are some tips to ensure that your donation makes the biggest positive impact:
The Ultimate Retirement Checklist
Video - 6 Tips to a Great Credit Score
Video - 4 Common Mortgage Refinancing Mistakes
With 30-year fixed-rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying too much money. Watch this video for 4 common mistakes homeowners make when refinancing their mortgage.
4 Common Mortgage Refinancing Mistakes
With 30-year fixed-rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying too much money. Here are 4 common mistakes homeowners make when refinancing their mortgage.