News and Commentary
Video Library
Secure Act 2.0 Updates
Discussing 5 financial changes for 2024 that may provide retirement savings opportunities.
FAFSA Updates
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year.
Donor Advised Fund
A Donor Advised Fund (DAF) offers an easy way for a donor to potentially receive immediate tax benefits on future charitable gifts.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
Congratulations to our teammate, Ryan Wilson, on being named to the 2024 Forbes list of Best-In-State Wealth Advisors for a 2nd consecutive year. A very special thanks to our clients for the trust and confidence you place in us each and every day!
March 28, 2024
Congratulations to our teammate Alex Pucilowski, Account Executive, for earning the Chartered Retirement Planning Counselor™️ (CRPC™️) designation for financial professionals who are focused on retirement planning for families. This is just another example of how he puts in the extra effort to help make our clients' retirement dreams a reality. Way to go Alex!!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.