On a quarterly basis, we publish our “Money In Motion” newsletter with articles of interest to investors. If you would like to receive updates from us, please complete the “Get Our Updates” form here. Below are our most recent Money In Motion editions:
Understanding the Gift Tax
“How can I avoid the federal gift tax?”
Key Estate Planning Mistakes to Avoid
Too many people make these common errors
A Look at Revocable Living Trusts
Living trusts are created with a clearly defined objective: to avoid probate
When Someone Dies Without a Will
Where do things proceed from that point?
2017 Retirement Account Limits
How much can you contribute this year?
Essential Financial Figures
Key Information and Financial Data for 2017
Protecting Your Parents From Elder Financial Abuse
How to help your family avoid scams and other fraud
Characteristics of the Millionaires Next Door
The habits and values of wealthy Americans
Tell Your Beneficiaries About Your Accounts and Policies
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
Sometimes the Pundits Get It Wrong
Many predictions about Wall Street have misread the market’s direction
Explaining the Basis of Inherited Real Estate
What is cost basis? Stepped-up basis? How does the home sale tax exclusion work?
Saving for College and Retirement
Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once?
The Chapters of Retirement
The five phases of life after 50 and the considerations that accompany them
White House Proposes Changes to Retirement Plans
A look at some of the ideas contained in the 2017 federal budget
Keeping All This Volatility in Perspective
These recent ups and downs are reminiscent of past Wall Street swings
Estate Planning After a Second Marriage
Special considerations for a complex situation
Reasons Not To Write Your Own Will
Do-it-yourself is cheaper, but you could do some things wrong
Are Your Kids Delaying Your Retirement?
Some baby boomers are supporting their “boomerang” children
2015: A Time for Patience
Don’t let the market’s jumps rattle your commitment to staying invested
The U.S. Savings Bond Tax Trap
Open that safe deposit box and see if your bond has matured
Protecting Yourself While Shopping Online
What steps should you take?