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 Wealth Through Employer Stock

    Jay Guyer April 23, 2024

    Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

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

  • Estate Planning for Procrastinators

    Jay Guyer January 19, 2024

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Protecting the Value of Your Business for the Next Generation

    Jay Guyer December 1, 2023

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

  • Understanding Retirement Risks You Can & Cannot Control

    Jay Guyer November 28, 2023

    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. Remember, there are a number of other risks to consider and discuss with us at any time.

  • 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.

  • 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.

  • Bits and Bytes in Your Estate Plan

    Jay Guyer September 27, 2023

    Technology has brought us various 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.

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

    Jay Guyer September 26, 2023

    Those considering using a trusteed IRA to address larger wealth transfer goals are encouraged to take a fresh look at their plans following updated distribution rules of the SECURE Act and SECURE Act 2.0.


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