Investment/Portfolio Management

Today’s rock-bottom interest rates are causing challenges for savers faced with punishing savings rates.

But for others, ultra-low interest rates can be a potentially powerful ally when it comes to planning the transfer of an estate, especially an estate that is subject to estate tax.

First, a refresher. Under current federal law, an individual may transfer $11.58 million (2020) during

Having been in the wealth management business for 27 years with a focus on retirement planning, there’s one tendency that’s clear. Those who have a successful retirement (successful being defined as happy and fulfilled) tend to be prepared with regard to how they will spend their time prior to selling their business.

I have found that selling business owners understand