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.

  • Choosing a Corporate Trustee

    Jack Cintorino February 10, 2025

    You've decided that a trust will help you accomplish your financial goals. Is a corporate trustee right for you?

  • The Importance of “What if” Planning

    Jack Cintorino February 7, 2025

    There is a basic rule that applies to personal finance: plan ahead. But “what if” planning can provide security and preparedness when the unexpected occurs.

  • How to Start Planning Retirement Withdrawals

    Martin Schamis February 7, 2025

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

  • Determine How Life Insurance Fits in Your Financial Plan

    February 7, 2025

    When it comes to life insurance, do you have more questions than answers? If so, use this checklist to help determine if you need it, and if you do--what solution best fits your needs.

  • How to Prepare to Fund the Cost of College

    February 5, 2025

    As the cost of college continues to rise, proper financial planning is essential to saving enough to fund the cost of higher education.

  • Estate Planning for Procrastinators

    Jay Guyer February 5, 2025

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich January 15, 2025

    Couples may consider using of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning.

  • How to Reduce Taxes on Employer Stock in a 401(k) Plan

    Jay Guyer January 15, 2025

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino January 9, 2025

    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 a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Understanding State Inheritance Taxes

    Jay Guyer January 8, 2025

    If you inherit money or property upon the death of a loved one, you may be expected to pay inheritance tax on your new assets. Find out which states have an inheritance tax and if you must pay.


Article Authors

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