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Blog
Are You Prepared for an Estate Tax Sunset?
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...
June 5, 2023
Weekly Market Insights: Debt Deal Relieves Market WorriesPresented by Hershey Financial Group, LLC Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment...
A Living Trust Primer
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose...
May 29, 2023
Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Hershey Financial Group, LLC Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly...
Thank You
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Hershey...
May 22, 2023
Despite Stall, Debt Deal Optimism Cheers Markets Presented by Hershey Financial Group, LLC Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones...
Connecting with Community
This May, let's encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let's spread joy and positivity this Older Americans Month!...
May 15, 2023
Attention Turns To The Debt Ceiling Presented by Hershey Financial Group, LLC Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears. The Dow Jones Industrial Average lost 1.11%, while the...
Staying Active & Healthy
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it's taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. Hershey Financial Group,...
May 8, 2023
Friday Rally Trims Losses; CPI Report Next Week Presented by Hershey Financial Group, LLC A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses. The Dow Jones Industrial Average fell...