Filed under: Education and Insights
If It Doesn’t Sound Like Us, It Probably Isn’t. Add “credential stuffing” to the list of fraudulent activities surfacing today. Criminals are using bots to steal the names and information of all kinds of professionals, including financia...
Filed under: Education and Insights
You may have heard some recent buzz on a new retirement bill. On May 23, 2019, The House of Representatives passed The Secure Act, which stands for “Setting Every Community Up for Retirement Enhancement”. Assuming the bill gets through the S...
Filed under: Education and Insights
Halftime Report with Jeff Kleintop – With many questions being raised about the economy and financial markets, we are pleased to share a conversation with Jeffrey Kleintop, CFA® Senior Vice President, Chief Global Investment Strategist at C...
Filed under: Education and Insights
The last thing you may want to think about when a loved one passes is financial matters. Managing the finances of someone who has died may seem overwhelming if you aren’t aware of their financial situation or wishes. During this difficult time...
Filed under: Education and Insights
Jim Niedzinski, CFP®, AIF®, Wealth Advisor at Planning Alternatives, shares how to save taxes on charitable donations and make giving easier with a donor-advised fund. Jim Niedzinski is in his 20th year as a wealth advisor. He specializes in ...
Filed under: Education and Insights
We share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy. WEBINAR TOPICS INCLUDE: Our outlook for the economy and financial markets. An overview of how our portfoli...
Filed under: Education and Insights
We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 and older is projected to more than double from 46 million today to over 98 million by 2060, and the 65 and older age group’s shar...
Filed under: Education and Insights
THANK YOU FOR YOUR INTEREST — Due to an overwhelming response, this event has reached maximum capacity and registration is closed. If you would like to learn more about future events and workshops in 2019, please leave your contact info...
Filed under: Education and Insights
by Brent Bell, CFP®, MS Yes, You Can Retire Early! Yes, You Can Access Your Retirement Plan Assets! No, You Don’t Have to Pay a Penalty! Early Retirement and the Early Distribution Dilemma Picture this: You’re 52 years old, you’ve bee...
Filed under: Education and Insights
by Patrick Hannon, CFP® Filing for Social Security benefits may be one of the most important financial decisions you make. It’s also one of the hardest. The variables to consider include longevity, continued employment possibilities, cash flo...
Filed under: Education and Insights
If you couldn’t attend the Outlook 2018 webinar, don’t worry, we recorded it! Please click the link below to view the webinar. Topics include: An overview of the recent tax law changes and what they mean to you. Our outlook for the ec...
Filed under: Education and Insights
Did you know that according to the Tax Foundation, the average American pays more in taxes than for food, clothing, and housing combined? Given the hustle and bustle that comes with the season, be sure to make time to connect with your tax and f...
