Many People Avoid Estate Planning – How Advisors Can Help

Many People Avoid Estate Planning – How Advisors Can Help

Advisors should double down on efforts to convince clients to craft or update their estate plans, a new survey suggests. Only about a third of Americans have an estate plan—34%—according to a survey released Tuesday by D.A. Davidson & Co. Among those with a plan,...
As Home Sale Prices Surge, a Tax Bill May Follow

As Home Sale Prices Surge, a Tax Bill May Follow

As Home Sale Prices Surge, a Tax Bill May Follow Single sellers can exclude $250,000 from their taxable profit and married sellers $500,000. The amounts haven’t changed in 25 years. It has been a seller’s market for houses in recent years, particularly in the...
High Inflation Brings Changes to Your Tax Bill

High Inflation Brings Changes to Your Tax Bill

High Inflation Brings Changes to Your Tax Bill One ripple effect of the high inflation eating into Americans’ spending power may be lower tax bills. Many workers will get bigger paychecks in January and be able to stash more money in their retirement accounts when the...