Understanding Financial Gift-Giving: The Smart Way to Share Wealth 1. Tax-Free Gifting Up to $19,000 Per Person In 2026, you can give up to $19,000 per recipient tax-free. Stay under […]
Somewhere in your 50s and 60s, the financial picture tends to get more crowded. Income may be at its peak, but so are the calls on it. There are many […]
While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from living relatives or through an estate, there is […]
According to one study, 43% of data breaches involve small businesses. Another study found that the average cost of a data breach incident for a company with fewer than 500 […]
Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as […]
According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 350 million Americans have their personal information exposed to […]
On July 4, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range […]
In 1964, The Rolling Stones released the hit single, “Time Is on My Side.” Who knew they were talking about personal finance? What does it mean to put time on […]
The Sandwich Generation: Saving for Retirement While Helping Everyone Else By Neil Stalter, CFP®, ChFC®, RICP®, CBEC®, CDFA® You can be the person everyone counts on—and still wonder who is […]
In 2026, families across the United States will gain access to a new financial tool designed to enhance their children’s financial futures: the 530A account, commonly known as “Trump Accounts.” […]
