September 27, 2023
Can You Benefit From a Qualified Personal Residence Trust?
A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:
September 25, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
September 20, 2023
Economic and Stock Market Indicators Remain Consistent with Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
September 18, 2023
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 05, 2023
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 31, 2023
Protecting the value of your business for the next generation
If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business.
August 28, 2023
Stocks Remain in Consolidation Phase With Key Support Levels Holding
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 17, 2023
Stocks Remain Supported by a Healthy Labor Market and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
August 14, 2023
Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 10, 2023
Insurance Solutions for Business Owners
Insurance has the ability to be a multi-faceted and multi-purpose tool for your business. Here are some important considerations for the protection of you and your business, including how insurance can align with your business goals.
August 08, 2023
Stocks Post Another Strong Month in July With All Sectors Participating
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
August 01, 2023
Stocks Remain Supported by Economic Readings and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
July 26, 2023
Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
