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.

  • A Family Conversation on Estate Planning

    Martin Schamis February 10, 2025

    While having a family conversation about your estate plan may be uncomfortable, it can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.

  • How to Start Planning Retirement Withdrawals

    Martin Schamis February 7, 2025

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

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

    Martin Schamis November 29, 2024

    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).

  • Tax Planning Opportunities Before the Tax Cuts and Jobs Act Sunsets

    Martin Schamis October 24, 2024

    In 2017, The Tax Cuts and Jobs Act (TCJA) of 2017 brought sweeping changes to the individual tax code—but it’s slated to sunset at the end of 2025. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks.

  • Three Strategies to Navigate Market Volatility

    Martin Schamis August 8, 2024

    During market volatility, it’s crucial to have a clear strategy--one that focuses on your long-term goals and maintains a calm and informed approach.

  • Estate Planning for the Family of a Child With Special Needs

    Martin Schamis December 14, 2023

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.


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