Year-End Virtual Lunch N Learn

Ryan, Mark, and Alex share their essential year-end housekeeping recommendations to help you wrap up the year effectively and start 2026 with confidence.

Now or Next Year? Why 2025 Might Be the Smarter Time to Give

If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.

Medicare Enrollment When You Already Have Coverage

Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.

Triple Tax Advantages of Health Savings Accounts

Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.

Net Unrealized Appreciation

In this video, we will discuss net unrealized appreciation and how it can be strategically used with your employee stock ownership.

Did you know that understanding social security survivor benefits could significantly impact your family’s financial future?

Did you know that understanding social security survivor benefits could significantly impact your family’s financial future?

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.

What Is Your Risk Tolerance Level?

Tips on gauging your risk tolerance.