Blog
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options. Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes...
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset. We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer...
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance. Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply,...
New Retirement Contribution Limits for 2024
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your...
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the...
Ask Triangle – November, 2023
Market Updates. While we have observed some unexpected fluctuations in the economy recently, they don’t appear to be extreme, and the economy remains resilient and strong. The Bureau of Labor Statistics October report showed a cool down as U.S. nonfarm payrolls only...
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction. Did you know that... Fifty-seven percent of American workers have no private short-term disability insurance.1,2 Sixty-five percent of working people in the U.S. lack private long-term...
Caring For Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents. Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and...
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article. Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program...
