Gifting equity in a home

Preserving family tradition and effective tax planning may not often intersect. But when parents gift the equity in a home to their children, they may be able to accomplish both goals. “One benefit is to give a home that may have sentimental value to someone in your family, as well as providing them with a […]

Understanding five common retirement risk factors

Understanding the risks that can come between you and the retirement you want is an important step toward meeting your retirement goals. To help increase the likelihood you’ll have the funds you need when you reach retirement age, keep these five factors in mind.   1. Longevity While none of us can predict how long […]