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Stalt Blog

"What Will Happen When I am No Longer Able to Care for My Loved One with Special Needs?"

There's an elephant in the room that many caregivers and parents of dependents with special needs think about but seldom discuss, “Who...

Estate Planning in 2023

Key changes for 2023 to estate planning including gift-giving and taxes, real estate, grantor trusts, organization,

Federal Reserve Decision & Mortgages

Insights on the mortgage rates and housing market after the Feds rate hike of 0.25% in March.

IRS Announces 2023 401(k) and IRA Limit Increases

In late October, the IRS announced that they would raise retirement account contribution limits for 2023. Here are the highlights of the...

Inherited 401(k)s and IRAs: A General Guide

Unsure of what steps you need to take with a recently inherited 401(k) or IRA? It can be a difficult process to navigate, especially...

The New Retirement Age and Social Security

Retirement means something different to everyone. For many it's a getting a well-earned rest after decades of hard work. Unfortunately,...

FAQ About 529 Plans

If you are like many of our clients, saving for your children’s or grandchildren’s education is a top priority. So what is the best way...