Author Archives: Melissa Gracey
Effective for 2023, the federal estate tax exemption increases to $12.92 million, or $25.84 million for married couples filing joint tax returns. What this means is that individual taxpayers can transfer up to $12.92 million in assets to their heirs (or up to $25.84 million for married couples filing jointly) during life or at death […]
Growing a family, buying a first or second home and retiring from your professional career are exciting life events that most of us love to talk about but few of us plan for in advance. If we put off planning for these happy occasions, imagine how little time we actually devote to planning for life’s […]
After gathering the documents needed to file annual federal income tax returns, take a moment to review all of your financial accounts before filing those papers away in a drawer. Most importantly, look at how those accounts are titled, who is named as beneficiaries and consider if that information matches with your current life circumstances […]
In this episode, the relatable finance guys discuss financial fraud, particularly the Madoff Ponzi scheme, and the regulations in place to protect investors from future fraud. This includes discussion on the SEC, FINRA and steps to take to keep your money safe.
In this episode, the relatable finance guys assess the current strength of the economy, the outlook for the coming year and how these could impact investable asset returns.
In this episode the relatable finance guys interview Will Beckham from NEA Insurance and discuss the various types of insurance available to individuals and families.
In this episode the relatable finance guys interview Olga Ismail and Jessica Pendergraft about the unique needs of women and how they can protect their financial futures.
In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]
In this episode, the relatable finance guys discuss the old saying “cash is king” in the context of a world of cryptocurrencies, historically low interest rates and global monetary easing. Securities-Based Line of Credit provided by Raymond James Bank.
In this episode, the relatable finance guys explain which tools are helpful for assessing the economy.
