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.

  • Life Insurance: It's Not Just for Income Replacement

    Robert Wheeler May 16, 2024

    This article explores some alternate considerations to leverage life insurance, outside of the traditional approach, for individuals and families with significant wealth.

  • Navigating Wealth Through Employer Stock

    Jay Guyer April 23, 2024

    Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture.

  • 10 Key Changes to the SECURE 2.0 Act

    Edward F. Smith III April 22, 2024

    Saving for retirement is getting easier in 2024 thanks to SECURE 2.0. Here, we outline highlights of the bill that previously took effect and an array of new benefits you should know about moving forward.

  • Non-Qualified Stock Options

    March 14, 2024

    This article provides an overview of Non-Qualified Stock Options.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

    Establishing an end-of-life health care plan can protect the value of your legacy.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo March 7, 2024

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Why Hire an M&A Advisor When Selling Your Business?

    February 23, 2024

    A qualified Mergers & Acquisitions (M&A) advisor can often be well worth the cost by delivering improved transaction terms and helping you get the deal done.

  • Important Planning Considerations: Insurance & Long-Term Care

    Peter A. Longo January 19, 2024

    While saving, investing, and generating income in retirement are 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?

  • The Importance of Individual Long-Term Disability Insurance

    Robert Wheeler December 1, 2023

    The probability of a worker today becoming disabled between age 20 and normal retirement age is 25%.* Understanding how individual long-term disability insurance can help you manage that risk.


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