January 2023
2023 Retirement Plan Changes
For those planning for their future retirement and/or approaching retirement age, it’s vital to understand changes going into effect in 2023 that could affect the way you approach decisions surrounding your benefits and estate planning. Everybody has unique circumstances that impact their future plans and strategies. In the approaching year 2024, Americans will reach Peak65;...
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Tax Planning Tips 2023
Tax planning is an important aspect of your overall financial planning, as it helps you make the most of your money by minimizing the amount of taxes you pay.  Begin by reviewing your tax bracket. It’s important to understand which tax bracket you fall into, as this will determine what tax rate you will pay...
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Estate Planning Strategies for High Net-Worth Families
Individuals with high net worth have several unique considerations to address when it comes to ensuring their estate is handled properly. If you own a high net-worth estate (worth more than $1 million in liquid assets), it’s important to have a coordinated estate plan that protects you and your loved ones and enables the ease...
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The Baby Boomer generation is the fastest-growing age group in the US. Upon entering their senior years, this group faces a unique variety of concerning issues that, in some situations, may require legal counsel. Hiring an attorney in the state of Mississippi who specializes in elder law can protect you or your loved ones from...
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