How To Recession-Proof Your Portfolio (Just in Case)

🖨 Print⏱ 4 min readSome economists and market analysts have been predicting a U.S. recession ever since last fall. They’ve been wrong before – but they’ve also been right. Rather than try to predict how the stock market will react … Continue reading →

🖨 Print⏱ 4 min readEstate and inheritance (“death”) taxes are levied on the transfer of property at death. The difference between an estate tax and an inheritance tax is based on who pays the bill. An estate tax is levied … Continue reading →

🖨 Print⏱ 3 min readThe Roth IRA is a retirement savings account in which you invest only after-tax dollars. Subsequently, all earnings grow tax-free and may be withdrawn tax-free. However, there are limits to who can contribute and how much … Continue reading →

🖨 Print⏱ 5 min readThe College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their children as early as birth up to college age. When invested 529 funds are used to … Continue reading →

🖨 Print⏱ 6 min readApart from the spike in inflation, 2023 ended the year with a relatively strong economy, boasting an unemployment rate of 3.5 percent (below the market forecast of 3.7 percent) with increases in wages, corporate profits, and … Continue reading →

🖨 Print⏱ 4 min readEven if you have no heirs, you should have an estate plan. Otherwise, the state will determine the fate of your worldly possessions. In fact, if you pass away “intestate” (without a will), the state can … Continue reading →

🖨 Print⏱ 4 min readAlthough you might get busy with the holiday season, don’t forget to consider ways to strengthen tax efficiencies for 2023 and beyond. 2023 Retirement Contribution Increases Set up your accounts to automatically defer money to meet … Continue reading →