Footstool Financial

09/28/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

09/24/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

09/10/2026

History of the U.S. Estate Tax
The Tax Cuts and Jobs Act of 2017 became one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986, as this historic timeline illustrates, but some important aspects of the TCJA could be expiring soon. Follow the link to see the full history and important disclosures. Is it time to update your estate plan? https://bit.ly/4gXMfOZ

08/31/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

08/27/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

08/24/2026

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business stock.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business tock.

08/20/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/17/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4zsIfP0

08/13/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.