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Monthly Archives: March 2019

7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC

Posted March 18, 2019

If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long-term. Following are seven smart money moves to help you use a financial windfall of money […]

Maintaining the Power of your Power of Attorney by Brendan T. Hayes

Posted March 13, 2019

A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own.  Those decisions could be as mundane as paying household bills during a temporary period […]

Legacy Planning under Tax Reform y Scott Montgomery, CLU®, ChFC®

Posted March 1, 2019

One of the key benefits of tax reform is an expanded federal estate tax exemption for 2018 through 2025 which will result in fewer high-net-worth families being subject to federal estate, gift and generation-skipping transfer (GST) tax from 2018 and 2019. However, because the increased exemption is a temporary provision of the new tax and […]

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