Blog

Filter Blog by:
How to Make Charitable Giving Part of Your Financial Plan

Blog

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Read More
What You Need to Know When Choosing the Right Trustee

Blog

What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

Read More
3 Money Moves Every Woman Needs to Make Before Hiring a Divorce Attorney

Blog

3 Money Moves Every Woman Needs to Make Before Hiring a Divorce Attorney

In 2018, there were over 2.1 million marriages, and 782,038 marriages ended in divorce or annulment. Although both parties of a divorce can struggle with the process, women can feel like they get the short end of the stick.

Read More
6 Planning Opportunities for 401(k)s in Light of the SECURE Act

Blog

6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

Read More
Teaching Kids about Money from Childhood Through Adulthood

Blog

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

Read More
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

Blog

Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

Read More
What The Two Trillion Dollar Deal Means For You

Blog

What The Two Trillion Dollar Deal Means For You

Late last night, the House finally struck a deal on a $2-trillion stimulus package, titled “The Relief for Workers Affected by Coronavirus Act.”

Read More
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

Blog

Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More
IMPORTANT 2019 TAX DEADLINE UPDATES

Blog

IMPORTANT 2019 TAX DEADLINE UPDATES

Steve Mnuchin announced this morning that the Trump Administration will extend the 2020 Income Tax Filing Deadline to July 15th.

Read More
5 Characteristics of Mature Financial Advisors

Blog

5 Characteristics of Mature Financial Advisors

Many people have used the words fear and panic interchangeably over the last couple of weeks. And to be fair, there’s certainly enough of both in the air these days.

Read More