10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal
During your working years, you're accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it...
estate planning Tag
23 Feb Charitable Giving Can Be a Family Affair
Posted at 15:43h
in Budgeting, Economy, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, Uncategorized
As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among...
17 Dec 2021 Estate Planning
1 Basic exclusion amount plus deceased spousal unused exclusion amount (exclusion is portable for 2011 and later years) 2 The GST tax exemption is not portable 2020 and 2021 gift and estate tax rate...