Top Things To Know About Step-Up In Basis And Why It Matters To Your Heirs

Mar 24, 2023 | Money, Planning

By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate administration attorney, I often receive questions from clients who are concerned about the tax consequences of both passing assets to their intended heirs and inheriting assets at the death...

The Elephant in The Room

Jan 26, 2023 | Investing, Money

Before we get to the “elephant in the room,” let’s recap 2022.  2022 in Review 2022 was challenging on many fronts; the war in Ukraine, increased polarization between world leaders, and policymakers that appeared to be unsure of how to make the right decisions...

Is it different this time? Three market truths that don’t change.

Nov 9, 2022 | Money

This has been a REALLY tough market to navigate as a portfolio manager. But, it’s even more difficult for those who don’t work in the industry and are facing retirement or are in retirement as they watch their account balances decline. But is it really different this...

Understanding the Effects of Inflation

Aug 3, 2022 | Money

Everyone has been talking about inflation, but do we really understand how it affects the average American? In the most basic terms, inflation is when our money has less “purchasing power”, or when the same amount of money is now not enough to buy what it used to....

Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

Apr 29, 2022 | Investing, Mindfulness, Money

When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning America’s Climate Unit asking to interview me, thought it must be SPAM. There was no way little ‘ole Alexis Advisors would be singled out to be interviewed about what investors can do...

The Backdoor Roth IRA – Is it for me? Is it legal?

Feb 22, 2022 | Investing, Money

It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...