"Excellence in Estate Planning"
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In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.