If Tax Cuts and Jobs Act Expires, Some Estate Gifts Risk Being Clawed Back
Pay attention to whether the donor retains an interest in the gifted asset.
ERISA at 50: Reflecting on the Evolution of Retirement
Retirement security was enhanced by ERISA and subsequent legislation, yet challenges remain.
Notes on the Economy – Q3 2024 Summary
A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
Request this 4-page report to understand stock options and how to exercise stock options with confidence.
Navigating the Complex Terrain of a High-Net-Worth Divorce
Thriving through the divorce process requires making potentially life-altering decisions.
Notes on the Economy – Q4 2023 Summary
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.
Notes on the Economy – Q3 2023 Summary
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Notes on the Economy – Q2 2023 Summary
It would not take much to push the economy into a downturn serious enough to warrant a recession label.
Families Can Reverse the Generational Money Curse
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.
Can You Have Good Income But Bad Credit?
Your credit score doesn’t care about your annual income, only how many debts you have and whether you can pay them back.