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How To Evaluate Taking on “Fun” Debt
Personally, there is nothing more relaxing and exhilarating than being on a sailboat with a 15-knot wind on your beam (side), listening to the soft sounds of water splashing against the bow and using wind energy to propel the boat forward.
Tax-Loss Harvesting Amidst Market Turmoil
Market declines like the one we are currently experiencing present great opportunities to take advantage of cheaper asset prices. Almost everyone with a taxable account should be harvesting tax losses during times like these.
“What If” Contingency Planning
We want to ensure you are thriving, as living a healthy and successful life is truly priceless. Of all the steps that can be taken toward financial security and peace of mind, planning our own death and incapacity is the least popular. Life goals dominate our consciousness, and these goals are often about ourselves. Estate planning is not as much about us as it is about the people and things that we love.
The Expanded Portability for Estate Tax Exclusion
Recently we have filed several estate tax returns to take advantage of the portability of a deceased spouse’s unused exclusion (DSUE). The gift and estate lifetime exemption is $12.06 million in 2022 for each taxpayer. That means that a married couple will not pay tax on $24.12 million in 2022. Assuming no legislation is introduced, this amount will be halved starting on January 1, 2026.
Do You Need a Corporate Trustee?
Parsec has entered a strategic partnership with First Covenant Trust and Advisors LLC to offer you a full range of trust solutions while maintaining the relationship and investment advice you have built with Parsec. You don’t want to leave your loved ones with a call center to handle your estate. Instead, enable them to benefit from a boutique, high-service relationship with an assigned trust officer who personally knows you, your intentions and your family.
Creating a Care Plan for Aging Parents
Caring for aging parents can be daunting. What are the factors to consider? When should planning start? In this article, we’ll explore the importance of creating a care plan.
Why Your Money Isn’t Available Immediately After Selling Securities
When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”
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Whitepapers
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
A Financial Guide to Divorce
It is critical to prepare for divorce by making sure you...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help...
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Quarterly Newsletters
Thrive By Ensuring Your Loved Ones Are OK Edition
Our Q3 2022 newsletter focuses on how to thrive by ensuring...
Thrive by Learning and Growing Edition
Read our Q2 2022 newsletter on how to thrive by learning...
Thrive by Planning for the Unknown Edition
Our Q1 newsletter focuses on planning for the unknown. CEO Rick...
