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Your Estate and Life Insurance – It All Adds Up
It can be fairly easy to underestimate your net worth. After all, predicting the future value of your home and savings is merely hypothetical. On the other hand, you can rely on the fixed amount of the death benefit provided by your life insurance policy. However,...
Estate Planning Key Numbers
Estate Planning Key Numbers Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022. 2021 2022 Annual gift tax exclusion: $15,000 $16,000 Gift tax and estate tax...
How Life Insurance Policies Make Money for You
With all of the attention the life insurance industry has been receiving lately, it's easy for policyholders to overlook two important factors: 1) few investments, if any, meet the safety of life insurance and, 2) few investments offer the advantages of tax-free...
What Do Rising Interest Rates Mean for Your Money
On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a target range of 0.25% to 0.50%. This is the beginning of a series of increases that the FOMC expects to carry out over the next two...
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