Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
READ MORE
Chances are you are well aware of the recent passage of the Tax Cuts and Jobs Act (TCJA) of 2017 and its reduction in corporate tax rates, changes to itemized deductions/exemptions and individual tax rate...
READ MORE
529 College Savings Plans were originally designed as investment accounts to save for a beneficiary’s future higher education costs. Prior to the new tax bill, withdrawals from a 529 would only be qualified (tax-free earnings...
READ MORE
Look just about anywhere today, and you’ll find someone wearing a Fitbit, or some device that tracks steps, sleep and pulse rate. This is all part of a trend towards raising consciousness around our health...
READ MORE
Life is a series of transitions. While each transition offers challenges, opportunities can also be uncovered. During one such transition almost 25 years ago, Tom and I recognized an opportunity to fill a long-held dream...
READ MORE
Eight years ago, an unidentified individual or group developed the first cryptocurrency, a person-to-person electronic cash system now called Bitcoin. Bitcoin’s value has sky-rocketed year-to-date, bringing it to the forefront of market news. Is it...
READ MORE
It’s official. For 2018, the estate and gift tax exemption is $5.6 million per individual, up from $5.49 million in 2017. That means an individual can leave $5.6 million to heirs and pay no federal...
READ MORE
Now, more than ever, we are bombarded with headlines, market news, social media commentary and other “noise,” all of which can stir up anxiety about the future and tempt us to make investment decisions that...
READ MORE
Diminished capacity of a loved one is a multi-faceted issue. There are practical, emotional, safety and certainly financial impacts. Changes are often subtle but may still be evident to family or even non-family members. Clues...
READ MORE
Do you remember family stories about your great grandparents’ arrival in the US at age 18 with little money, few skills, and only hope and ambition carrying them to the “land of opportunity?” Over time,...
READ MORE