Portability of Applicable Exclusion Amount between Spouses
- Broadridge Content
Portability allows a surviving spouse to use the unused applicable exclusion amount of a deceased spouse.
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The New Estate Tax Rules and Your Estate Plan
- Broadridge Content
You should understand how the estate tax may affect your estate plan.
From Kiplinger: The Science of Gift-Giving
- Success
Shelling out big bucks doesn’t necessarily yield holiday joy for loved ones. Here's how to do it right.
The Astonishing Bull Market Will End One Day. Are You Ready?
- The New York Times
Big stock gains have always been followed by big losses. Here are tips on how to prepare.
This Is One of the Hottest (and Priciest) Gifts on 2025 Wish Lists—Here’s What Parents Expect to Pay
- Investopedia
Parents planning to buy video game gifts for their children this holiday season expect to spend an average of $737, according to a new survey. Video games ranked among the top three most popular gift categories for kids, following money and clothing. A different report found that people plan to spend an average of $1,007 on all of their gifts this holiday season.
Estimating Your Retirement Income Needs
- Broadridge Content
Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco
AI Bubble May Pop – Wiping Out $40 Trillion. Learn What Could Happen and What to Do
- Forbes
Will today's AI bubble wipe $40 trillion off the Nasdaq? The AI bubble has hallmarks of the dot-com boom. See three scenarios and how to know which is most likely.
Medicare Prescription Drug Coverage
- Broadridge Content
Here are answers to some common questions about Medicare prescription drug plans.
Record Charitable Giving in 2024
- Broadridge Content
U.S. charities received a record $592.5 billion in 2024, driven by a strong stock market and healthy economy.
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