• Understanding Retirement Risks You Can & Cannot Control

    There are many aspects to consider when thinking about mitigating risk in retirement. Here are two categories we often recommend in order to shape the conversation around retirement income planning. But, remember, there are a number of other risks to consider and discuss with us at any time.

  • Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules

    One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts. However, those planning to use a trust or trusteed Individual Retirement Account (IRA) are encouraged to regularly take a fresh look at their plans as regulations are updated over time.

  • Selling your company to your employees

    If you’re starting to think about selling your small business to enable retirement, you may want to consider an employee stock option plan.

  • Protecting the value of your business for the next generation

    If you own a business, consider these planning strategies so the next generation of owners are prepared.

  • Planning for end-of-life costs with your legacy in mind

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

  • Getting your company ready for sale

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

  • Discover the emotional and fiscal benefits of philanthropy

    Learn strategies for year-end gifts that can help reduce taxes come filing time.

  • Bits and Bytes in Your Estate Plan

    Technology has brought upon us a variety of conveniences and efficiencies— but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.

  • 5 common investment tax filing errors

    Senior Financial Planner Jay Guyer explains some common tax filing errors and how to avoid them.

  • Things to consider when selling a family business

    Selling a family business is a significant process that is impactful in numerous ways. It can represent the start of a well-deserved retirement and the culmination of years of work.

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