We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.
2024 is quickly approaching. Before we say goodbye to 2023, it is important to flag a few wealth management reminders that have December 31, 2023 deadlines. To ensure you have made the right decision in each of these key areas and to account for significant processing delays at custodians, we wanted to bring these to your attention before the end of year rush begins.
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On January 1, 2026, the federal estate tax exemption will sunset from $12,920,000 per person (the current amount in 2023) to about half of this amount, depending on annual inflation increases. This change might have significant implications for your estate planning, tax planning, and overall wealth management strategy.
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The Washington State Supreme Court recently upheld an excise tax on capital gains. The law, which is now in effect, assesses a seven percent (7%) tax on net long-term capital gains above $250,000. Here we provide an overview of how the tax works, its many exemptions, some thoughts on the new law, and why tax planning is critically important.
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Divorce among older and (usually) long-married couples has been on the rise for some time. While the divorce rate is falling among younger Americans, the rate for those age 50 and older has doubled since the 1990s. Our latest newsletter takes a close look at this trend—both the financial impact it can have on people’s future, and some of the key issues that older couples who split up need to address as they move forward.
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How well do you and your spouse or partner work together when figuring out issues around saving, spending, and investing? The answer could have a big impact on your future. And if you’re like many Americans, the answer may be “not well enough.” Our latest newsletter shows why it’s so important to make financial decisions as a team, along with tips for ways to work together both more often and more effectively.
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As we are all becoming aware, there has been a significant increase in identity theft and other forms of fraudulent activities that could impact you or those you care about. If you become a victim of identity theft, here is a list of the things that you can do to protect yourself.
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