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Gifts That Keep Giving

The younger a child is when you contribute to their 529 plan, the longer the account has to potentially benefit from compound growth. In 2023, individuals can contribute up to $17,000 per year (and couples up to $34,000 per year) without eating into their lifetime gift and estate tax exemption.  For older kids or grandchildren, […]

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Don’t Take the Bait

In 2022, social media-based scams cost Americans a total of $1.23 billion, a 54% increase since 2021, according to the Federal Trade Commission.  Typically, these sorts of scams start with someone claiming to be a mutual acquaintance of someone you know, or relative. Then, they either ask for financial assistance, or claim they can offer

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Did You Hear?

Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn

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An Important Warning

Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for financial assistance. According to the FBI, Americans lost over $10 billion to scams last year. While people in their 30s

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