With 2024 open enrollments beginning, we wanted to share with you some important changes for 2024.

Traditional Medicare, which is offered by the government, has three parts: A, B, and D. As you approach the age milestones, your Crown Personal CFO will navigate this system with you.

529 plans are a great way to save for college, but what happens if you end up with excess funds? Here are some options for using leftover 529 funds:

The federal gift and estate tax exemption is expected to be cut in half at the end of 2025. Assets above the exemption amount are taxed at 40% so we need to act now if your estate is above those thresholds!

It isn’t all bad news though. The silver lining is that the elevated profit margins help your investment accounts, even though they hurt your monthly budget.

All of these costs definitely add up and can seem quite daunting, but with proper planning, you can reduce some of the stress and be prepared for what is no doubt a life-changing experience.