Insights Blog
-
Are Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes,…
-
The Social Security Administration Announces 2022 COLA
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a…
-
8 Legal Documents Parents and College Students Should Sign
Your child is getting ready to head to college. Between making sure they have their textbooks and everything…
-
A Guide for Doctors During Divorce
Divorce can be less common among doctors than other professionals.1 With that being said, the process of divorce…
-
Beginning the Business Succession Process: A Guide for Business Owners
Small businesses serve as the backbone of our economy. And if you run a family business, you understand…
-
What Is a Meme Stock?
Until recently, the idea of getting your investment advice from social media, let alone from a forum like…
-
What Is the Rule of 72? An Introduction For Investors
When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as…
-
High-Level Executives & Retirement: Understanding SERPs
A Supplemental Executive Retirement Plan, or SERP, is a non-qualified deferred compensation plan offered to key executives. C-Suite…
-
Labor Day 2021: 5 Ways to Better Your Work-Life Balance
With Labor Day approaching, it’s time to start saying our goodbyes to summer. More than just an extra…
-
Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
Parents and grandparents of high school students have a wistful feeling about the child they’ve watched grow up,…
-
Back to School: 5 College Planning Mistakes to Avoid
As a parent, you know that time with your kids can go by in the blink of an…
-
The Economic Impact of Hurricanes: Protecting Yourself & Your Home
Hurricanes are one of the most damaging natural disasters. In fact, from 1980 to 2020, the total approximate…