Which States Have Inheritance tax

Which States Have an Inheritance Tax? [2021]

Inheritance tax is a state-based tax on assets that you inherit from someone else who has passed away. The person

Dechtman Wealth Management / February 23, 2021
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difference between revocable & irrevocable trust

What’s the Difference Between a Revocable Trust and an Irrevocable Trust?

When it comes to planning your estate, you have access to many tools that can help you cobble together a

Jordan Dechtman / February 5, 2021
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what to do with a 500k inheritance hero image

What to do With a $500K Inheritance

While being on the receiving end of a financial windfall should be a blessing, for too many inheritors, it’s often

Jordan Dechtman / December 29, 2020
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retirement mistakes to avoid hero image

4 Big Retirement Mistakes to Avoid

Retirement is a big deal. Being able to retire in comfort takes years of planning and saving. Do you know

Jordan Dechtman /
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Year-End Financial Planning Checklist

Your Year-End Financial Planning Checklist

As 2020 comes to a close, we are about to close the book on a challenging year. If there is

Jordan Dechtman / November 30, 2020
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Financial Planning Tips Blog

15 Financial Planning Tips To Increase Long-Term Wealth

While having a high income certainly helps to build wealth, creating wealth that you can rely on for years to

Jordan Dechtman /
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Estate Planning Strategies

Estate Planning Strategies to Reduce Estate Taxes

Estate taxes can put a huge dent in the assets you plan to give your loved ones after you pass.

Jordan Dechtman / November 2, 2020
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Best Pension Payout Options

Your Best Pension Payout Options

If you are vested in a defined benefit pension plan, you have a critical choice to make – that is

Jordan Dechtman /
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What is a Registered Investment Advisor (RIA)?

What is a Registered Investment Advisor?

A Registered Investment Advisor (RIA) is a firm engaged in the investment advisory business that is also registered with the

Jordan Dechtman / October 16, 2020
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