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.

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

    Martin Schamis May 22, 2023

    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).

  • Building a Personalized Asset Allocation

    Ryan Shugrue May 22, 2023

    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.

  • The Importance of “What if” Planning

    Jack Cintorino May 22, 2023

    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.

  • Protecting Your Financial Legacy

    Robert Wheeler May 22, 2023

    There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy.

  • Recover From a System Hack

    May 16, 2023

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

  • Understanding State Inheritance Taxes

    Jay Guyer May 10, 2023

    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 have to pay.

  • Prevent Phishing Attacks

    May 10, 2023

    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.

  • Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

    Ed Smith May 2, 2023

    SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

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

    May 2, 2023

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

  • Discover the Emotional and Fiscal Benefits of Philanthropy

    Jay Guyer May 2, 2023

    Strategies for year-end gifts can help reduce taxes come filing time.

Article Authors

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