by Brian Bickett | Mar 21, 2024 | Financial Planning, Investments, Retirement, Taxes
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels. What’s Changing?...
by Brian Bickett | Mar 15, 2024 | Investments
From 1928 to 2020, the Standard & Poor’s 500 has posted positive results in 20 out of the 24 election years. The chart below gives us a bit of a history lesson. But it also should serve as a reminder that past performance does not guarantee future results.1 Stock...
by Brian Bickett | Mar 8, 2024 | Financial Planning, Retirement
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can build to impart more of your...
by Brian Bickett | Mar 5, 2024 | Financial Planning, Investments
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child...
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