Strategically planning ahead goes a long way with running and finances. Time after time, Boston University’s David Hemery Indoor Invitational was always by far my favorite meet to go to in the long track season. With over 5,000 entries, the two day event is where many special BU magic moments happen for runners from [...]
Do you like donuts? If the answer is yes, or no for that matter, here is a donut you may not like- the Medicare Donut Hole. We all know Medicare is complex and confusing. When you start thinking about medications that can make it seem worse. Between the potential deductible, the copays and coinsurances, [...]
This episode, hosted by Andrew Baron, CFP®, EA, featuring Lizzy DiPietrantonio, J.D. touches on several points surrounding inheritance, both for those that leave money, and those who recieve it. This includes taxes, interesting stories, and how this can relate to you. Firstly, Lizzy discusses what you should do if you recieve an unexpected inheritance. Most would react by wanting to pay off debt, but listen closely as Lizzy gives other ideas that may be worthwhile. The next talking point is taxes. There are two types that are discussed; federal estate tax and state inheritance tax, which effects those within 6 different U.S. states - listen to learn the difference and what to look for. Lastly, there are three fun stories that are discussed: a woman who left her dog $12 Million dollars, a man who left his local waitress $500,000, and a man who randomly picked 13 people to leave his estate to. Listen till the end to find out the exciting conclusions to these bizarre stories. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Lizzy.
Its official…The GOP’s $1.5 trillion tax plan cleared the Senate early this morning. (...with a lump of coal provision in the end.) The bill passed the House earlier Tuesday, but due to a procedural snafu the chamber will vote again today before noon. The re-vote isn’t expected to change the outcome. The Tax Cuts and Jobs Act, [...]
