NEWS & COMMENTARY

Financial Planning Newsletter

2nd Quarter 2017

The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now […]

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1st Quarter 2017

When flying, have you ever listened to the pre-takeoff safety demonstration? If you’re not distracted by the screaming baby behind you or the couple arguing over the window seat next […]

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