Tax Policy: The Next Political Battle

By Matt Cohen, CFP®, CIMA®

We’re in the midst of an election year that, according to polling, very few Americans are excited about. Those seeking relief from political debate will need to wait to the end of 2025 and perhaps beyond thanks to the expected political battle over the expiration of the 2017 Tax Cut and Jobs Act (TCJA).

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Financial Planning 101 – Naming a 401k Beneficiary

By Kristan L. Anderson, CFP®, CEBS®

In this installment of financial planning basics articles, we discuss an aspect of setting up and managing your 401k account that a lot of people ignore or don’t put a lot of thought into – beneficiary designations.

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Take Advantage of New IRS Rules

by Laurie Kramer, CFP®

I personally don’t believe in New Year resolutions – I think you can start doing something new, different, or better at any time that is right for you! Having said that, the beginning of the year is a great time to get a jump on managing your taxes.

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To Rent or to Buy?

By Victoria Henry, CFP®

When a client is moving for one reason or another, a common question we get is whether they should rent or buy their next place.

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Want a $2 Million IRA in 10 Years?

By Matt Cohen, CFP®, CIMA®

A core tenant in financial planning is to focus on the controllable. For most of our clients, how much they contribute to their savings while working, and how much they plan to spend in retirement, have the greatest impact on the success of the plan.

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College Savings Account Primer

By Angel Irazola »

Nowadays, the 529 plan is ubiquitous among those families with children planning on or going to college. The advantages are obvious – tax-deferred growth of savings, potential tax-free distributions, and often a state tax deduction for the investor.

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Maximizing Financial Benefits and Protecting Assets Using a SLAT

By Laura Nash, CFP® »

In today's dynamic financial landscape, individuals seek innovative and effective ways to protect their assets while maximizing financial benefits for themselves and their family. One such strategy that has gained popularity in recent years is the Spousal Lifetime Access Trust (SLAT). SLATs provide a unique opportunity for married couples to protect their wealth, reduce estate taxes, and maintain control over their assets, all while ensuring financial security for their spouses.

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