News and Commentary
Article and Video Library
Will you have enough income in retirement?
Lorrie Garber Riggs: Retirement Income Specialist
Facing a divorce? You don't have to face it alone.
Julie Dellisant-Flugel: Certified Divorce Financial Analyst
Women and Financial Success- video
Women and the Path to Financial Success
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 04, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act increases benefits for millions of individuals, but it may also affect your taxes and Medicare costs. Learn what this means for your retirement plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
