by Steven J Weil, PhD, EA, LCAM | Nov 12, 2023 | Blog, Personal Tax, Wealth
Estate Planning Watch Out For the Cliff Watch out for the coming estate tax cliff. The Tax Cuts and Jobs Act increased the estate tax exemption amount through 2025. After 2025 the unified credit drops from $12.92 million per individual for 2023 to a figure around $7...
by Steven J Weil, PhD, EA, LCAM | Dec 23, 2022 | Blog, Wealth
If you bought a home for $300,000 in the last year with a 30-year mortgage at a rate of 3.25% your monthly payment (before taxes and insurance) would have been $1,305.62. That same house today at a mortgage rate of 6.39% would cost you $1,874.55 per month. This is an...
by Steven J Weil, PhD, EA, LCAM | Sep 20, 2021 | Blog, Investments, Personal Tax, Wealth
A whole new world has opened to me and I don’t like it one bit. As I recently turned 65, the nature of my mail, Facebook feed and email have changed. I have suddenly become the target of every financial planner, investment product, tax savings event, webinar and free...
by Steven J Weil, PhD, EA, LCAM | Apr 30, 2020 | Blog, Wealth
TooJay’s Deli Files for Bankruptcy South Florida-based TooJay’s deli files for Chapter 11 bankruptcy; is this just the first of what is going to be a tsunami of bankruptcy filings to come? Will your company or employer be added to the list? No one ever wants to...
by Steven J Weil, PhD, EA, LCAM | Mar 16, 2017 | Accounting, Investments, Wealth
By Steven J. Weil, Ph.D., EA, President, RMS Accounting Losing someone close is always a sad, somewhat frightening, and quite confusing experience. For the person who must also deal with the financial and legal implications, it carries some heavy responsibilities as...
