I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...

After an excessive level of drama and confusion, interest on student loans and payments on balances are right around the corner. On Sept. 1 balances will begin accruing interest after a nearly four-year hiatus, and payments on student loans are due...

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home for...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not surprising...

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may have to pay...

One of the most common planning activities my team works through with clients is advising them as they sell, buy and move homes. Lifestyles change, the cycle of life marches on and housing needs and desires evolve. What can be a daunting process for...

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous...

I certainly wish we had the “all clear” signal on the extreme inflation of the past two and half years, and with this week’s lower than expected inflation report there does seem to be some hope along these lines. Unfortunately, however, there...

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who turn to a...

According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $183,780, which is equivalent to approximately 3.5 years in terms of income replacement...