by Jeffrey Barnett | Apr 14, 2021 | Uncategorized
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...
by Jeffrey Barnett | Jan 30, 2021 | Uncategorized
What is GameStop and why does everyone care? GameStop is a brick-and-mortar video game chain that lost business to online downloads. Business worsened during the pandemic. Like many distressed companies, it was targeted by short sellers betting that the stock’s price...
by Jeffrey Barnett | Aug 18, 2020 | Uncategorized
US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...
by Jeffrey Barnett | Feb 17, 2020 | Uncategorized
Determine the Resources You Will Need to Sustain Your Living Expenses Once You Stop Working A common question people ask is “Do I have enough money to retire?” The answer depends on several factors. This 3-Step guide will help you determine the resources you will need...
by Jeffrey Barnett | Jul 16, 2019 | Uncategorized
Although the S&P 500 index returned 10%, on average, since 1926, the actual return in each year was 10% +/- 2% in only six of the past 93 calendar years. In most years, the index’s return was outside of the range—often above or below by a wide margin—with no...
by Jeffrey Barnett | Mar 31, 2019 | Uncategorized
These excellent estate planning tips for couples and surviving spouses appeared in the March 30, 2019 edition of the Wall Street Journal. I’m posting the key tips and a link to the article for easy reference. Take key steps for advance planning: ☑️ Hire an...
