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.

  • 6 Tax Planning Opportunities Before the TCJA Sunsets

    July 22, 2024

    The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the individual tax code. However, it’s slated to sunset at the end of 2025. What might this mean to you as an individual taxpayer?

  • 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.

  • 10 Key Changes to the SECURE 2.0 Act

    Edward F. Smith III April 22, 2024

    Saving for retirement is getting easier in 2024 thanks to SECURE 2.0. Here, we outline highlights of the bill that previously took effect and an array of new benefits you should know about moving forward.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich April 22, 2024

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • 3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset

    April 9, 2024

    The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks. This article can help you get started.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo March 14, 2024

    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.

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

    Laura Medigovich February 23, 2024

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • 5 Simple Steps to Prepare for Tax Filing

    February 14, 2024

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

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

    Zane Byramji December 14, 2023

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

  • 9 Considerations for 2023 Year-End Tax Planning

    Jack Cintorino November 1, 2023

    In addition to the continued challenges brought on by inflation and rising prices, 2023 also saw new tax laws as well as anticipated changes in 2024 and beyond. This article examines what you should be aware of as you prepare for year-end tax planning.


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