by Suzanne Porske | Jun 10, 2026 | Uncategorized
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was...
by Suzanne Porske | Jun 10, 2026 | Uncategorized
A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part of the One Big Beautiful Bill Act....
by Suzanne Porske | May 11, 2026 | Uncategorized
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order, and their income strategy is in...
by Suzanne Porske | May 11, 2026 | Uncategorized
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation home. A renovation. A car that...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
Why Does Graduation Matter to Parents’ Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes unexamined: for parents who...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million by 2050. Every day until 2030,...
