Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7
Have you ever wished for the benefit of hindsight when preparing to file taxes? For fiduciaries, taxes can be especially tricky, because there may be
On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they
Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of
It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one
Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with
When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you
College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.
