• Important planning considerations: insurance & long-term care

    When the topic of financial planning is raised, people’s thoughts tend to immediately focus on saving, investing, and ultimately generating income in retirement. While these are certainly critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?

  • Gear up for covering long-term care costs

    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.

  • The Three A’s of Retirement Income

    You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.

  • Making a charitable gift? Consider a QCD

    Making a charitable donation is a commendable act and a great way to carry out your legacy, supporting a cause that is near and dear to you. If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.

  • Selling your business: How to take chips off the table while staying in the game

    In the game of poker, there comes a time when you reach a crossroads and take stock of the chips on the table.

  • Generating tax-efficient retirement income

    You know the importance of saving enough money for retirement so that you have readily available sources of funds to augment your guaranteed income from Social Security and any pensions. But did you also know that how you go about converting your assets into income can have significant tax implications?

  • Insurance Solutions for Business Owners

    The day-to-day demands of running a business can be all-consuming. Often, there’s little time left over to think strategically about the future—whether it’s mitigating potential risks down the road, ensuring the long-term viability and continuity of the enterprise, or putting plans in place to one day monetize your life’s work. This article takes a look at a few important considerations for the protection of you and your business.

  • Retirement planning for women

    The world of personal finance and investing can often feel overwhelming, and navigating these realms as a woman presents its own unique challenges and opportunities. This article takes a closer look at the current landscape of how gender may affect your financial experiences, offering tips and important considerations for women saving for retirement.

  • Giving the gift of an education to the next generation

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.

  • Evaluating your college savings withdrawal strategy

    Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).

Article Authors

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