Charitable Giving Strategies and Solutions Think Tax Reform is likely to discourage charitable giving? Not at all. The Tax Cuts and Jobs Act may have lowered individual income tax rates, reduced the value of tax deductions, and doubled the estate tax exemption to $22 million for couples, but it will not impact all tax-motivated bequests....
August is “Back to School” Time – Here Are the New ABCs of 529 Plans Most parents will jump for joy to hear that Section 529 Plans can now be used for private elementary and high school tuition in addition to paying for college. What’s Different? In the past, parents often used tax-favored Section 529...
Ownership Of Digital Assets Can Be Dubious After Death Does your estate plan protect your digital assets? Most folks know what physical assets are and how important it is to protect them, but did you realize things like online bank and brokerage accounts, digital photo galleries, as well as email and social media accounts need...
Life Insurance Is An Important Asset Which Should Be Managed! Based on a study by the National Association of Insurance Commissioners, over 60% of people who own life insurance are not sure what the policy provides, and 29% admitted that they needed more insurance! Today’s life insurance policies are complex financial instruments and should be...
TRENDS IN TRADING: The ETF vs The MUTUAL FUND Cory Lyon, TFG Financial Advisors There is a rivalry that is forming in the investment world bigger than the Lakers vs the Celtics or the Yankees vs the Red Sox. It is the ETF vs the Mutual Fund. While many investors are familiar with Mutual Funds,...
