Money
Step-Up in Basis: Why It Matters in Estate Planning
By Lindsay Pickral, ThompsonMcMullan, P.C.
As an estate planning and estate ...
The Elephant in The Room
Before we get to the “elephant in the room,” let’s recap 2022.
2022 in ...
Reckoning or Recalibrating: Find Out Why ESG is Here to Stay
When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning ...
The Backdoor Roth IRA – Is it for me? Is it legal?
It is the speakeasy of the retirement funding landscape. Few people know about this ...
3 Reasons Why You Should Update Your Beneficiaries Today
If you do one thing by the end of the year, do this. ...
A Little Bond History Goes a Long Way – Inflation and Interest Rates
Will 2022 mark the end of the bond market’s 40-year run?
As always, we ...
A Smattering of Medicare Tripwires, and Some Alphabet Soup
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN.
-Kendalle Stock, ...
To Everything There is a Season – Even the Market
Market seasonality refers to particular time frames when ...
5 Things to Know about Virginia529’s new Tuition Track Portfolio
Saving and investing for college has a new option for Virginia residents. It’s ...
Getting a Grasp on Bonds – and What It Means To Your Investments
If you think the stock market is complex, wait until you learn about the bond ...
Women & Money: 5 Strategies for Building your Money Mindset Muscle
Women want to make a positive impact on our communities. Many of us are solid ...
The Fear & Greed of GameStop
Let’s assume that fifteen minutes of vigorous exercise daily adds three years to ...
