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Monday, November 24, 2025
Your Quick Guide to Estate Taxes and Planning Ahead
Tuesday, October 28, 2025
The One Big Beautiful Bill & What It Means for You
Monday, September 22, 2025
Act Your Insurance Age: What to Know at Every Life Stage

Your Quick Guide to Estate Taxes and Planning Ahead

Taxes / Insurance / Insurance Tips
Monday, November 24, 2025

Estate taxes are the federal tax on transferring your wealth to heirs after you die. Not everyone pays them; only very large estates are taxed but understanding how they work can help you take control of your future and protect your family’s legacy. As of 2025, the federal estate tax exemption is $13.99 million for individuals and $27.98 million for married couples.1 Estate taxes can change, however; so, even if you may not qualify now for a federal estate tax, it’s important to plan ahead and review your current estate strategy.

We'll dive into a brief history of estate taxes and discuss how planning ahead is crucial to ensuring your assets are distributed according to your wishes and your loved ones are taken care of.

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Act Your Insurance Age: What to Know at Every Life Stage

Tips & Tricks / Financial Wellness / Insurance
Monday, September 22, 2025

Let's be honest, insurance might not be the most exciting topic, but it's one of the smartest ways to protect your financial future.  Just like your playlist or favorite pair of jeans, your insurance needs will change and evolve as you move through life.

While insurance needs are specific to your unique circumstances; let's walk through the key stages of life and explore how to align your insurance strategy with your financial goals.

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The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

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