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.

  • Navigating Volatile Markets During Pre and Post Retirement

    Kim Beil October 25, 2023

    If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.

  • Look Out For These Top Tax Scams When Filing Your Taxes

    October 25, 2023

    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • Selling Your Company to Your Employees

    Jay Guyer October 18, 2023

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

  • Charitable Lead Trust

    October 18, 2023

    This article provides an overview of Charitable Lead Trusts.

  • Donor-Advised Funds

    October 18, 2023

    This article provides an overview of Donor-Advised Funds.

  • What is an Exchange-Traded Fund?

    October 18, 2023

    This article provides an overview of Exchange-Traded Funds.

  • Charitable Remainder Trusts

    October 18, 2023

    This article provides an overview of Charitable Remainder Trusts.

  • Retirement Plans for the Self-Employed: Choosing the Right Plan for You

    Joe McDonald October 6, 2023

    Saving for retirement is a major concern for most Americans, but as a self-employed individual, there are a number of attractive opportunities to consider.

  • Restructuring Your Assets to Qualify for Medicaid

    Jack Cintorino October 4, 2023

    Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions, and the estate planning strategies to consider to restructure your assets so you can potentially qualify for this benefit.

  • Roth Conversions: A Holiday Gift That Keeps Giving

    Jay Guyer October 4, 2023

    As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.


Article Authors

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