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.

  • Recover From a System Hack

    December 6, 2024

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

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo December 4, 2024

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • Building a Personalized Asset Allocation

    Ryan Shugrue December 4, 2024

    A well-defined asset allocation essentially sets the framework and guides the path your investment portfolio should follow to achieve your long-term financial goals.

  • Optimizing Tax Strategy and Charitable Giving With a Donor-Advised Fund

    Martin Schamis November 29, 2024

    When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

  • Using Life Insurance as a Retirement Planning Tool

    Peter A. Longo November 29, 2024

    Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

  • Planning for Retirement: What You Should Be Doing Now

    November 27, 2024

    While retirement may seem like a distant dream, taking action now and making decisions with the future in mind can help you realize your retirement dreams when the time comes.

  • Avoid the Impact of Underestimating Retirement Income Needs

    Jack Cintorino November 25, 2024

    While investment returns are important, cash flow is the driver of a retirement plan’s sustainability. If you are approaching retirement, these steps may help you understand the risks of underestimating your retirement expenses.

  • Credit Card Spending and Your Financial Plan

    Kim Beil and Shurdonna Joseph November 25, 2024

    Most of us tend to think of credit cards as a spending tool. But when used responsibly, they can be part of your strategic financial plan.

  • The Seven Smartest Ways to Pay for College

    Shurdonna Joseph November 25, 2024

    With the price of college continuing to escalate, many parents are finding it difficult to save enough.

  • Living In Retirement: Staying On Track & Making Your Assets Last

    November 8, 2024

    Congratulations—you’ve made it to retirement! As you enjoy this phase of life, maintaining your lifestyle and protecting your assets depends on the decisions and actions you put in place now.


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