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.

  • An Important Update on Social Security Benefits

    February 28, 2025

    The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

  • Getting Your Company Ready for Sale

    Jay Guyer February 28, 2025

    Planning the retirement for a business owner is significantly more complicated than planning the retirement of an employee.

  • 6 Tips for Retirement Literacy

    Jay Guyer February 26, 2025

    A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich February 26, 2025

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 26, 2025

    The estate and gift tax exemption limit is currently at a historical high. Here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • An Annuity Income Strategy During Volatile Markets

    Peter A. Longo February 18, 2025

    While it’s understandable to feel uneasy when the market experiences periods of extreme volatility, it’s important not to panic and instead focus on what you can control. Implementing new strategies, in consultation with us, may help keep long-term goals on track.

  • Don’t Overlook This Hidden Retirement Risk

    Peter A. Longo February 18, 2025

    After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.

  • 5 Top Cybercrime Trends and How to Combat Them

    February 18, 2025

    From smart homes to smart phones, our lives are more online than ever. Staying up on the latest trends in cybercrime, and taking smart actions, can help you protect one of your most precious assets: your personal and financial information. Here are five trends to keep on your radar.

  • Remaining Disciplined During Market Downturns

    Ryan Shugrue February 14, 2025

    Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.

  • Retirement Planning for Women

    Shurdonna Joseph February 14, 2025

    Navigating the world of personal finance and investing can feel overwhelming to most people—and gender may further affect your financial experiences and situation. Here’s some of the unique considerations women often face, and how you can take control by planning for your financial future.


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