Oct 27, 2023

Today we’re going to talk about how to handle the taxation on stock that isn’t in an IRA and gets inherited. For example, let’s say someone bought 100 shares of Apple stock in 1987 and they leave it to their kids when they pass away. How are you taxed on this stock? To help us answer the question, we’ve brought...

Oct 20, 2023

Today we’re going to answer one of the two or three biggest questions that people tend to have about their retirement plan. As you look ahead to retirement and the largest expenses you might incur, long-term care will always be a part of that discussion. So does everyone need long-term care insurance?

This can be...

Oct 13, 2023

The question we hope to answer today is does everyone need a trust? It seems that many people confuse the purpose of a will and a trust, but they aren’t the same thing and we’ll clarify that. Plus we’ll tell you who needs a trust and what the primary purpose of using this instead of a will.

Here’s some of what...

Oct 6, 2023

When the market gets choppy and investors start to feel uneasy, it’s not uncommon to get questions about whether it’s a good time to buy gold or silver. Over time, there are different reasons that people would give for wanting to invest in precious metals, but should you be buying gold? Eric Hogarth, CFP® joins...