Maximize Your Limits
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Spring Clean Your Financial Plan
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Steps to Take When a Loved One Dies
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
Who Is Your Team’s Financial General Manager
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?