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.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Zane Byramji February 15, 2023

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 9, 2023

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Reposition Assets For Tax-Efficient Wealth Transfer

    Peter Longo February 2, 2023

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • What You Need to Know about the Secure Act 2.0

    Ed Smith January 18, 2023

    At the end of 2022, President Biden signed into law the long-awaited SECURE Act 2.0, which builds upon the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Outlined here are highlights of the new bill that may impact you—both now and in the years to come.

  • Home Improvement Credits Under the Inflation Reduction Act

    Ed Smith November 30, 2022

    If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.

  • Simple steps to prepare for tax filing

    November 11, 2022

    Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji November 9, 2022

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.

  • Navigating your Medicare Options

    Jay Guyer October 3, 2022

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

  • 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.

  • 5 common investment tax filing errors

    Jay Guyer March 24, 2022

    Senior Financial Planner Jay Guyer explains some common tax filing errors and how to avoid them.

Article Authors

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