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.

  • Using Life Insurance as a Retirement Planning Tool

    Peter A. Longo November 29, 2024

    Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji October 10, 2024

    When you gift educational expenses, you’re not only providing someone with the tools they need to succeed but also investing in their future. A 529 savings plan, with its tax benefits, is a smart way to accomplish this.

  • 9 Considerations for 2024 Year-End Tax Planning

    Jack Cintorino October 3, 2024

    The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

  • Beware of These Top Tax Scams When Filing Your Taxes

    September 20, 2024

    The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.

  • 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.


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