As tax season approaches, several tax provisions are scheduled to change—including a permanent increase to the federal estate and gift tax exemption to $15 million per person—creating a critical window for mass-affluent and high-net-worth families to proactively adjust their wealth and legacy strategies.
Millions of Americans have quietly built seven- to eight-figure net worths through consistent saving and intentional living, but transitioning that accumulated wealth into sustainable retirement income requires a thoughtful strategy that goes far beyond simply having assets.
The Federal Reserve held interest rates steady as expected, while heavy investment-grade bond issuance highlighted continued corporate borrowing activity.
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