In this age of marriage equality, there are new possibilities. Provided by Kristin Hershey   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this...

Preliminary estimates call for a 4.7% cost-of-living increase.1 Provided by Kristin Hershey  If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary...

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?   In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and most frequently sought...

A Look at Non-Fungible Tokens. Provided by Kristin Hershey   Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these...

What to keep in mind as inflation fears rise. Provided by Kristin Hershey   Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.   According to research by Deutsche Bank, Google searches...

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Kristin Hershey   Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you...

Look before you leap.  Provided by Kristin Hershey   Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”...