News and Commentary

Protecting Against Elder Financial Abuse by Robert Mark Weiss, CFA

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Posted on September 21, 2023 by Robert Weiss

According to AARP’s latest report on elder financial exploitation, financial abuse of Americans aged 60 and older increased during the pandemic with an estimated $28.3 billion in losses. More startling is that in 72 percent of these crimes, the victim knew the perpetrator, who was either a caregiver, a fiduciary or a family member. Recognizing […]

What is a Financial Plan? By Lee F. Hediger

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Posted on September 13, 2023 by Lee Hediger

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Instead, it is a critical planning tool that can help individuals at all income levels make informed financial […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

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Posted on August 30, 2023 by Brendan Hayes

The once idealized picture-perfect family of two parents and two-and-a-half children has faded as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend.  Despite the absence […]

Streamlined Annual Reporting Available to More Employee Benefit Plan Sponsors for 2023 Plan Year By Sean Deviney, CFP®*

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Posted on August 24, 2023 by Sean Deviney

Earlier this year, the IRS, Department of Labor (DOL) and Pension Benefit Guaranty Corporation (PBGC) issued final changes to the annual reporting requirements of employee benefit plan sponsors for their 2023 filings of IRS Forms 5500 and 5500-SF. The revisions were introduced as part of the Setting Every Community Up for Retirement Enhancement Act of […]

Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin

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Posted on August 15, 2023 by Eric Zeitlin

Engaging in estate and financial planning without paying attention to taxes can be a fool’s errand. Tax awareness can be tantamount to all aspects of saving, investing and spending. Failure to consider the tax implications of any estate or financial plan component may negatively affect expected returns and result in significant tax liabilities. Tax Terms […]

Don’t Forget Taxes on Social Security Benefits in Retirement By Lee F. Hediger

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Posted on August 01, 2023 by Lee Hediger

Too often, individuals planning for their golden years forget to consider the federal taxes they will need to pay on their Social Security benefits. Unfortunately, these oversights can take a considerable bite out of one’s expected income in retirement. Generally, if the income you rely on in retirement comes from sources other than Social Security, […]

2023 Market Outlook – July

Posted on July 27, 2023

The U.S. economy continued to defy the odds of a recession through the first half of 2023. After some political theatre, the government avoided a major self-inflicted error by raising the debt ceiling, allowing attention to turn to the economy. On balance, we would argue, the economy has improved relative to where it was at […]

What is a Spousal Lifetime Access Trust? By Lee F. Hediger

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Posted on July 27, 2023 by Lee Hediger

One of the basic principles behind proper estate planning is to help ensure that decedents’ hard-earned wealth passes to their heirs in the most tax-efficient manner, which often means minimizing exposure to federal estate and gift taxes. While there are a variety of trust vehicles and other strategies individuals may use to achieve this goal, […]

Widows, Widowers Receive More Time to Elect Portability of Deceased Spouse’s Unused Estate Tax Exemptions By Robert Mark Weiss, CFA

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Posted on July 18, 2023 by Robert Weiss

Under new guidance from the IRS, widows and widowers who missed the deadline to claim a deceased spouse’s unused estate and lifetime gift tax exemptions as their own may have up to five years to make this portability election and shield more of their wealth from future tax liabilities. Understanding Portability In 2023, U.S. tax […]

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