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.

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

    Jay Guyer March 20, 2025

    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.

  • Things to Consider When Selling a Family Business

    Jay Guyer March 13, 2025

    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.

  • Getting Your Company Ready for Sale

    Jay Guyer February 28, 2025

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

  • 6 Tips for Retirement Literacy

    Jay Guyer February 26, 2025

    A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.

  • Estate Planning for Procrastinators

    Jay Guyer February 5, 2025

    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.

  • How to Reduce Taxes on Employer Stock in a 401(k) Plan

    Jay Guyer January 15, 2025

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • Understanding State Inheritance Taxes

    Jay Guyer January 8, 2025

    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 must pay.

  • Discover the Emotional and Fiscal Benefits of Philanthropy

    Jay Guyer November 1, 2024

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

  • Should You Consider A Roth Conversion?

    Jay Guyer July 22, 2024

    It's best practice to regularly 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 Roth Conversion and how to determine if it’s the right move for you.

  • Navigating your Medicare Options

    Jay Guyer June 14, 2024

    By understanding your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.


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