Category: Financial Planning

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    Uniform Transfers to Minors Act (UTMA) Accounts

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    Uniform Transfers to Minors Act (UTMA) Accounts

    Saving and investing on behalf of a minor is possible with an UTMA account. Read our informational sheet to learn more about these accounts and the potential benefits of opening an UTMA account for a child, grandchild or other minor.

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    Planning for Your First Required Minimum Distribution in Retirement

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    Planning for Your First Required Minimum Distribution in Retirement

    Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …

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    How to Leverage Tax-Advantaged Accounts in 2023

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    How to Leverage Tax-Advantaged Accounts in 2023

    Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner  As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …

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    SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

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    SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

    By Jamie Hopkins, Managing Partner, Wealth Solutions   The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.

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    Financial Resolutions to Take Into the New Year

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    Financial Resolutions to Take Into the New Year

    Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

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    Charitable Giving Strategies in a High-Income Year

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    Charitable Giving Strategies in a High-Income Year

    Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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    5 Charts Showing the Strength of the Labor Market

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    5 Charts Showing the Strength of the Labor Market

    Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.

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    7 Things to Know About the Historically Strong Fourth Quarter

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    7 Things to Know About the Historically Strong Fourth Quarter

    “You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

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    Stop Overlooking These Valuable Workplace Benefits

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    Stop Overlooking These Valuable Workplace Benefits

    Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

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    10 Answers to Questions About the Bear Market

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    10 Answers to Questions About the Bear Market

    2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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