Estate Management Checklist

Jun 22, 2023 | Articles

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...

June 19, 2023

Jun 19, 2023 | Weekly Economic Updates

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Hershey Financial Group, LLC  Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued...

A Checklist for When a Spouse or Parent Passes

Jun 15, 2023 | Articles

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...

June 12, 2023

Jun 12, 2023 | Weekly Economic Updates

Markets March Into Positive Territory Continues. Presented by Hershey Financial Group, LLC A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. The Dow Jones Industrial Average gained 0.34%, while the...

Are You Prepared for an Estate Tax Sunset?

Jun 8, 2023 | Articles

The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...