Student loan debt is a major burden for millions of Americans, with total debt exceeding $1.7 trillion. The debt affects a wide range of borrowers, from recent graduates to older individuals still dealing with financial strain decades after finishing their education. As of 2024, approximately 43 million people in the United States have federal student […]
When it comes to estate planning, the last thing you want is for the legacy you leave to your heirs to be subject to excessive taxation. With the Tax Cuts and Jobs Act expected to sunset in 2026, more estates will face federal estate taxes, which can be as high as 40%. Now is the […]
The commercial real estate industry has faced several headwinds in recent years. The pandemic brought with it the advent of working from home, drastically reducing the need for office space. Rampant inflation has led to higher interest rates, making financing more expensive. This has led to investors souring on the sector. Commercial real estate encompasses […]
The days of working for one company for your entire career and retiring with a pension are long gone. Today, the average worker will change workplaces more than 5 times during their career, and the advent of employer-sponsored retirement plans like 401(k) accounts may mean having to account for more than 5 different retirement accounts. […]
No one wants to owe more taxes on their estate than necessary. Proper estate planning can shield the legacy you leave your heirs from unnecessary taxation, but planning for a wealth transfer that is several years or decades away can be challenging, and requires not only current tax laws but also being informed about how […]
