Gifting can serve the dual purpose of helping you decrease your tax liability, while giving you the opportunity to see your beneficiaries enjoy their gift.

In our view, the three anchor points to a solid financial plan are: where are we now, where have we been and where are we headed.

Passed by Congress in 2005, the REAL ID Act enacted the 9/11 Commission's recommendation that the Federal Government "set standards for the issuance of sources of identification, such as driver's licenses.

Are you currently maxing out your 401k savings? Or do you utilize your own personal IRA to save for retirement? If so, you will want to make sure to review your contributions and increase the amount starting in 2019. The IRS announced cost of living adjustments for retirement plan contribution limits, and now you are able to save more for your retirement!