Michael Repak January 10, 2020
The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.
Michael Repak and Debra Roey December 30, 2019
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed by President Trump on December 20, is a game-changer for the U.S. retirement system and is particularly significant for Americans with retirement plans (including IRAs) and companies who sponsor retirement plans for their employees.
Michael Repak November 21, 2019
Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.
Michael Repak November 20, 2019
Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
November 20, 2019
Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Robert Wheeler November 12, 2019
Protecting that valuable asset is just as important as insuring your home or your car, when it comes to your family’s safety and security.
November 12, 2019
Check it Out! Feeling prepared to meet long-term care costs—and have the care experience you envision—is easier when you take a few steps ahead of time.
Check it Out! When it comes to life insurance, you might feel like you have more questions than answers. Do I need it? If so, when should I get it? What kind makes the most sense? How much should I have?
Timing when you plan to retire is usually focused on your personal goals and circumstances. Market conditions or the economy often don’t play a part in the equation.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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