Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Funding the cost of college checklist

    December 29, 2021

    As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.

  • Why use life insurance in estate planning

    December 23, 2021

    Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

  • Prevent identity theft

    December 23, 2021

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do.

  • Looking for an alternative to a stretch IRA? Consider life insurance

    Jack Cintorino December 22, 2021

    Since the passing of the SECURE Act, the opportunity to "stretch your IRA" is limited to for most people. Here's the strategy that may replace this tax-efficient solution.

  • Restructuring your assets to qualify for Medicaid

    Jack Cintorino December 16, 2021

    While Medicaid was originally established to provide additional medical insurance coverage—to supplement that of the Medicare program—for those with lower income or disabilities, there are many layers to this benefit. This article can help you understand the income and asset restrictions, and consider estate planning strategies to restructure your assets to potentially qualify for Medicaid

  • Using insurance to help protect your income

    Robert Wheeler December 14, 2021

    Protecting your future income is just as important as insuring your home or your car when it comes to your family’s safety and security.

  • Does your buy-sell agreement need a check-up?

    Jay Guyer December 10, 2021

    Life proves over and over that it is full of uncertainties.

  • Health Care And Asset Protection In Retirement

    Jack Cintorino November 30, 2021

    It is said that it is harder to get through retirement than it is to get to retirement.

  • Recover from an email hack

    November 25, 2021

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do

  • Limit The Impact Of The Wash Sale Rule

    Jay Guyer November 23, 2021

    The wash-sale rule was designed to discourage investors from selling securities at a loss simply to claim a tax benefit. Here are various techniques to navigate around this rule

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