News and Commentary

Managing Finances When the Kids Move Back Home By Brendan T. Hayes

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Posted on March 07, 2023 by Brendan Hayes

According to Pew Research Center, half of adults ages 18 to 29 were living with one or both of their parents in 2022. This was down from a peak of 52% in June 2020 but still significantly higher than the 44 percent who were living with their parents in 2010. While these living arrangements can […]

2023 Federal Tax Information

Posted on March 03, 2023

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

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Posted on March 01, 2023 by Scott Montgomery

Thanks to expanded federal estate tax exemptions introduced in 2018, very few families have been subject to federal estate, gift and generation-skipping transfer (GST) tax. However, because the higher exemption is a temporary provision of the tax law and subject to change under the influence of shifting political powers, families must prepare their estate plans […]

Relatable Finance Podcast Episode 119: Special Guest Sia Nejad joins Relatable Finance Podcast

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Posted on February 14, 2023 by

Sia Nejad joins the finance guys in discussing how fantasy sports and online gambling have grown considerably in recent years. Changes in regulation at the Federal and State level, coupled with the increased connectivity of mobile devices have opened the door to considerable growth in recent years. And with overwhelming amounts of information, parallels can […]

2023 Market Outlook by Joseph Karl, CFA®

Posted on February 09, 2023

Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe to raise rates at the […]

Assessing Long Term Care Insurance Options by Scott Montgomery

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Posted on February 05, 2023 by Scott Montgomery

When most people think of retirement, they imagine spending their time traveling and pursuing hobbies and activities that bring them joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance of this reality, […]

Secure Act 2.0 Brings Big Changes to Retirement Plans in 2023 By Olga Ismail

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Posted on February 01, 2023 by Olga Ismail

The beginning of a new year often comes with many changes. For 2023, some of the most significant transformations are occurring in the retirement industry, thanks to the recent passage of the SECURE Act 2.0. While some of the new law’s provisions will not take effect until future years, others will need to be addressed […]

There is Still Time for Trusts to Reduce 2022 Tax Liabilities By Robert Mark Weiss, CFA

Posted on January 24, 2023 by

Although 2023 is well underway, certain calendar-year trusts and estates still have a small window of opportunity to reduce their 2022 income tax liabilities and those of the trusts’ beneficiaries provided they act before March 6, 2023. Under a special IRS rule, trustees have 65 days after the start of a new year to distribute […]

Staggered Retirement Requires Married Couples to Plan Carefully By Lee F. Hediger

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Posted on December 15, 2022 by Lee Hediger

Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates can eliminate one income stream and help couples ease slowly into their golden years, careful planning can help ensure their financial goals stay on track. Following are three tips […]

Relatable Finance Podcast Episode 115: Too Good To Be True

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Posted on December 13, 2022 by

In this episode, the relatable finance guys discuss different financial situations that may fall under the too good to be true category. They identify real world examples and potential future investment strategies that should considered with caution. They also go through a framework of how to approach these situations and the extra due diligence that […]

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