Financial Equality for Same-Sex Couples

Financial Equality for Same-Sex Couples

It’s been nearly three years since the Supreme Court issued its landmark civil rights ruling (Obergefell v. Hodges) that granted same-sex couples the constitutional right to marry. As a result, today close to two-thirds (61%) of same-sex cohabiting couples in the U.S....

Should You Consolidate Your Retirement Accounts?

Should You Consolidate Your Retirement Accounts?

If you’re like most Americans, by the time you enter your early 50s you’ll probably have held about a dozen different jobs at nearly as many different employers.¹ It’s a far cry from the 1940s and 1950s, when working your entire life for the same employer was a fairly...

Dissecting the Impact of the New Tax Law

Dissecting the Impact of the New Tax Law

Given the unprecedented quick passage and signing into law of the new Tax Cuts and Jobs Act, it will likely be many months before tax attorneys and financial analysts are able to accurately and fully gauge the short- and long-term impact of the new legislation – both...

Year-End Giving

Year-End Giving

As we approach the end of the year, it is important to keep in mind that any charitable gifts you are planning to make must be completed before year-end and must go to qualified charities in order for you to be eligible to receive any 2017 tax deduction for making...

Planning for Healthcare Costs in Retirement

Planning for Healthcare Costs in Retirement

How much will you need to save? According to recent data published by the Employee Benefits Research Institute (EBRI) the average American couple with median prescription drug expenses will need to save $265,000 in order to have a 90% probability of covering just...

Preparing Your Heirs

Preparing Your Heirs

Don’t put off having an inheritance conversation. Everyone is familiar with Benjamin Franklin’s famous quote that “in this world, nothing can be said to be certain, except death and taxes.” Yet despite talking excessively about the latter, very few of us ever seem...

Quarterly Economic Review – 3rd Quarter 2017

Quarterly Economic Review – 3rd Quarter 2017

As we head into the last quarter of the year, the major U.S. equity indices are solidly in positive territory on a year-to-date basis – most of these indices are at or near all-time highs. For many investors, this positive performance in U.S. equity markets is a bit...

Blended Family Finances

Blended Family Finances

Today, approximately 100 million people in the U.S. are members of a blended family. What was once a novel plot device for the 1970s and 1980s television sitcoms is now everyday life for nearly one in every three Americans who are living as a step-parent or step-child.

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