The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...
MVB Financial Corp. (Nasdaq: MVBF) (“MVB,” “MVB Financial” or the “Company”), the parent holding company for MVB Bank (the “Bank”), has named Joe Rodriguez as Chief Risk Officer. Rodriguez has a ...
Advisers in smaller firms can offer more customized services and focus on holistic aspects of financial planning. This includes tailoring a financial plan for you that encompasses saving and spending ...