Are You Prepared for an Estate Tax Sunset? Presented by Marc Aarons   The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset […]

A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons   John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their […]

9 Facts About Retirement Presented by Marc Aarons Retirement 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 […]

Inventorying Your Possessions Presented by Marc Aarons Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement […]

How to Make the Tax Code Work for You Presented by Marc Aarons By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how […]

Retirement Seen Through Your Eyes Presented by Marc Aarons 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. […]

Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

A Cheat Sheet for Sending Your Kid to College Presented by Marc Aarons College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips […]

Four Really Good Reasons to Invest Presented by Marc Aarons Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. […]

Understanding FDIC Insurance Presented by Marc Aarons It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What […]