4Points Planning

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Social Security Fairness Act's New Chapter Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.