Making the Retirement Decision Easier

Making the Retirement Decision Easier

Are you thinking about retirement? It’s a major decision. An accountant I know said he and his wife think they have enough to retire, but want to be 100% sure before they stop working. He tried several online financial calculators, but correctly recognized that they...
Earn 3.54% with Treasury I-bonds

Earn 3.54% with Treasury I-bonds

Treasury I-bonds currently pay 3.54%, which is much better than bank deposits and other investment grade bonds. The interest rate consists of a fixed interest rate (currently zero) and an inflation component (currently 3.54% annually). The interest rate resets every...
Are You Prepared for Rising Estate Taxes?

Are You Prepared for Rising Estate Taxes?

Current Estate Tax Current tax law provides an exemption of $11.7 million per person ($23.4 million for a married couple) in 2021 to be passed to beneficiaries without federal estate tax. The federal estate tax rate is currently 40%. Proposed Changes President Biden...