Blog

Filter Blog by:
How the 2020 Election Could Impact the Markets and Your Financial Plan

Blog

How the 2020 Election Could Impact the Markets and Your Financial Plan

Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

Read More
How Estate and Gift Taxes Can Impact Your Financial Plan

Blog

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

Read More
Many People Don’t Plan for the Reality of Retirement

Blog

Many People Don’t Plan for the Reality of Retirement

By Jake Dungey, CRPS®, Qualified Plan Relationship Manager & Registered Administrative Assistant   Many of us aren’t addressing the realities of retirement planning. Here are some of the worst mistakes being made today.

Read More
How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

Blog

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 DAF Report.

Read More
Women and the Retirement Crisis

Blog

Women and the Retirement Crisis

By Kate Moss, Relationship Manager, Registered Administrative Assistant   Here’s a number that will knock your socks off: $400 trillion.1   By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 trillion, according to estimates from the World Economic Forum (WEF). The shortfall is the difference between the amounts of money retirees may receive from government and/or employer pensions and individual savings. This calculation assumes the need to replace 70% of their pre-retirement income.1

Read More
Unused Vacation Days Can Be Costly

Blog

Unused Vacation Days Can Be Costly

By Katherine Squires, Managing Director   Would you give up a share of $62,000,000,000 (yes, that’s $62B)?

Read More
How to Make Charitable Giving Part of Your Financial Plan

Blog

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Read More
What You Need to Know When Choosing the Right Trustee

Blog

What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

Read More
6 Planning Opportunities for 401(k)s in Light of the SECURE Act

Blog

6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

Read More
Teaching Kids about Money from Childhood Through Adulthood

Blog

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

Read More