Understanding long-term care and insurance
Unfortunately, many of us will need long-term care at some point in our lives. In this article, we explore the average costs of long-term care and the different methods of paying for it.
The Legacy Binder: What it is and why you need one
All too often, individuals pass away without leaving critical information such as financial accounts, legal documents, policies, and passwords. Learn how to create and what to include in a Legacy Binder for your loved ones.
IRS proposes regulations to the basic exclusion amount for estate and gift tax
Many wealthy individuals have taken steps to maximize their lifetime gift tax exemption before it reverts back to a lower level in 2026. However, the IRS recently proposed new guidance that would allow for clawbacks of certain gifted assets. Learn more about the proposed changes in this article.
How Health Savings Accounts Work
Many financial experts tout the benefits of a Health Savings Account, or HSA, but many people are not familiar with how they work. In this article, we will provide an overview of HSAs, including how to use them, how they work, and why you might want one.
Preparing for a tsunami of imported goods
The recent reopening of China’s factory floors and the easing of its supply chain bottlenecks have prompted discussion about the ability of the U.S.