Our Informative Blogs
Older Americans Fear Inflation Will Drain Their Retirement Income
For a variety of reasons, not least among them labor shortages, global political events, and the continuing specter of the COVID-19 pandemic, the U.S. is facing once-in-a-generation inflation rates. According to Statista Research, the annual inflation rate in the United States increased from 3.2 percent in 2011 to 4.7 percent in […]
Inflation – Back to the Future
Your financial advisor knows, inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the last 30 years or more, you may remember the high inflation years of the 1970s.¹ Will the levels of […]
A Living Trust Primer
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, […]
Retirement Planning – 9 Facts About Retirement
Retirement planning can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about […]
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from one generation to the next. The revenue from […]
Retirement Seen Through Your Eyes
Retirement Seen Through Financial Advisor Eyes How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What […]
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