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The Benefits of Having a Will

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A will is often the cornerstone of an estate plan. Below are five benefits of having a will in place. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some …

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Tax Reform

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The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no addition to the deficit in order for changes to be permanent.  This would require slashing existing tax breaks, almost all of which …

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On Rothification, industry finds a friend in Wall Street foe

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Last week, lawmakers began the intricate process of parsing which itemized deductions in the tax code could be used to pay for lower individual rates under tax reform, as the Senate Finance Committee held the first of what is expected to be many hearings on how to deliver middle-class tax relief. The committee was divided …

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How to receive your Social Security statements

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Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, the SSA has stopped mailing Social Security Statements to individuals under age 60. Workers age …

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Company Stock and Your Portfolio

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The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. …

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