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.

  • What is an Exchange-Traded Fund?

    May 13, 2022

    This article provides an overview of Exchange-Traded Funds.

  • Donor-Advised Funds

    May 13, 2022

    This article provides an overview of Donor-Advised Funds.

  • Charitable Lead Trust

    May 13, 2022

    This article provides an overview of Charitable Lead Trusts.

  • Life Events May Trigger Lending Needs

    Kim Rogers May 12, 2022

    Life is full of events and circumstances that may throw financial curveballs. Which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.

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

    May 3, 2022

    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.

  • The importance of individual long-term disability insurance

    Robert Wheeler April 5, 2022

    More than one in four 20-year-olds today could expect to be out of work for at least a year due to a disability before they reach retirement age.* It is important to understand how individual long-term disability insurance can help you manage that risk.

  • Do You Know How Organizing Your Business May Impact Your Exit Strategy?

    Jay Guyer March 28, 2022

    An old tax maxim holds that “the tax tail shouldn’t wag the dog.” However, it makes sense to be aware of various exit strategies when you’re starting a business.

  • Environmental, Social, and Governance Investing

    March 25, 2022

    Environmental, Social, and Governance (ESG) investing is an investment process that takes into consideration environmental, social, and governance factors, in addition to typical financial and economic considerations, when making investment decisions.

  • Understanding Retirement Risks You Can & Cannot Control

    Jay Guyer March 25, 2022

    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

    Jay Guyer March 24, 2022

    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.

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