We’ll be joined by our estate planning pro Karen DelPonte, Attorney and Partner with Cameron and Mittleman, to discuss upcoming changes to estate tax for 2015.
Also in this episode:
- Financial Resolutions: Are you making them? If not, why you should.
Top 3 Financial Resolutions for 2015
Source: Fidelity Financial Resolutions Study
- Saving More (55%)
- Paying Off Debt (20%)
- Spending Less (17%)
- 2014 was another great year for stocks but not all performed equally. We’ll look at the numbers.
- Tip of the Week: Good news for new RI parents when it comes time to save for college.