The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire excellence in its Members. Read on to learn more about the unique experience at the Fall Summit 2024 Conference. … [Read more...] about Bridging the Past and Future
Financial Planning
2022 Social Security Cost of Living Increase Should Be Significant
Each year, people that are receiving Social Security benefits can potentially receive a cost-of-living adjustment (COLA). We say “potentially” because there was no increase at all in 2009, 2010, and 2015. In 2016, the increase was a paltry .3 percent. According to officials, things are going to be different this year. Before we provide an explanation, we will share some general information about the Social Security program. Eligibility Requirements Eligibility for Social Security is earned … [Read more...] about 2022 Social Security Cost of Living Increase Should Be Significant
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...] about Tax Planning for 2021
Quarterly Economic Update Fourth Quarter 2019
As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones Industrial Average (DJIA). In the fourth quarter of 2019, the S&P 500 rose over 9% and for the year it turned in its best annual performance since 2013. The DJIA also had a strong quarter rising 6.7%. (Source: RWBaird.com … [Read more...] about Quarterly Economic Update Fourth Quarter 2019
