Estate Tax Exemption Sunsetting in 2026 Presented by Marc Aarons   I’m reaching out to make sure you’re aware of changes to the estate tax exemption that will take effect in 2026 due to the sunsetting provisions of the Tax Cuts and Jobs Act (TCJA). Though 2026 seems far away, it’s essential to start preparing […]

401(k) After-Tax Contributions Presented by Marc Aarons   I have noticed increasing interest in the benefits of after-tax 401(k) contributions among my general client base. To get ahead of any questions you might have, I put together a succinct overview of after-tax 401K contributions. I encourage you to review the information below. As always, I […]

Estate Planning Trends in 2024 Presented by Marc Aarons   With 2024 in full swing, I am reaching out today with some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out with any questions.   Tax Changes in 2026 As you […]

Spring Clean Your Finances Presented by Marc Aarons I hope you are doing well today. I am reaching out to remind you that now is the perfect time to give your finances a “spring clean.”   Here are a few simple ways to get started: Review and refresh your budget – Take a close look […]

FinCEN Identifier, Explained Presented by Marc Aarons   I’m reaching out today regarding a new reporting requirement in 2024 called the “FinCEN Identifier,” introduced by the Financial Crimes Enforcement Network (FinCEN) in response to the Corporate Transparency Act. This subject can be a bit technical, so I wanted to share a quick overview below of […]

The 4 Pillars of Estate Planning Presented by Marc Aarons   I wanted to quickly touch base with you regarding your estate planning, which is easy to overlook but incredibly important. While an estate attorney should be your primary resource on this topic, I see these oversights financially impact my clients so often that I […]

Long-Term Care on the Rise Presented by Marc Aarons   Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to navigate this often-confusing landscape, I’m reaching out to provide you with answers to a few common questions I get. […]

How Long $1 Million Will Last in Retirement Presented by Marc Aarons Today, I’m reaching out to offer some insights that will help you stay focused and discern sound retirement advice from outdated adages that no longer apply in today’s economic landscape.   You’ve likely heard the maxim that reaching $1 million in savings for […]

6 Reasons for a “Rainy Day” Emergency Fund Presented by Marc Aarons   I’m reaching out this spring to highlight an issue of utmost importance: being prepared financially for the unexpected. With spring showers picking up around us, there’s no better time to talk about saving up a financial cushion to shield you from life’s […]

23 Questions About 2023 Taxes Presented by Marc Aarons   With the new year in full swing, we find ourselves in another tax filing season. In light of this, I’ve pulled together a tax guide for your convenience to make your tax journey smooth and easy this April. This year’s tax changes include an increased […]