Educational Insights

Financial Planning

Managing Finances in a New Marriage: A Checklist for Newlyweds

Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and...
Asset Protection

Plan for 100: Income Planning for a Longer Life

Living longer is no longer just a possibility—it’s a planning reality. With many individuals now ...
Kim Beil
Financial Planning

Building a Personalized Asset Allocation for Today’s Markets

A well-defined asset allocation is the foundation of any successful investment strategy. It shape...
Ryan Shugrue

Integrating Life Insurance into a Tax-Efficient Retirement Strategy

Peter A. Longo May 28, 2026

Cash value life insurance can offer you both protection the potential for tax-advantaged asset accumulation over time, which may complement broader retirement planning strategies.
7 Strategies for Concentrated Stock Positions

Shurdonna Joseph December 11, 2024

Highly concentrated stock positions should be protected and diversified according to your circumstances and complete financial picture. Here are some strategies that can help.
Prevent Phishing Attacks

December 6, 2024

Phishing scams are growing more sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.
Prevent Identity Theft

December 6, 2024

Identity theft is when someone steals your personal information to commit fraud. Here is a checklist of some steps you can take to help from becoming a victim.
Recover From a System Hack

December 6, 2024

Here is a checklist of steps to help you recover from a computer system hack.

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Article Authors

Jack Cintorino

Vice President, Wealth Strategist
Jay Guyer

Vice President, Senior Financial Planner
Shurdonna Joseph

Vice President & Director, High Net Worth Consulting
Peter A. Longo

Vice President, Director of Insured Solutions Consulting
Joe McDonald

Senior Retirement Plan Specialist
Les Risell

Senior Retirement Plan Specialist
Martin Schamis

Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research

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