Filed under: Education and Insights
Filed under: Education and Insights
What to do After the Death of a Loved One
The “D” Word No one wants to think about — and even more so talk about — the “D” word…dea...
Filed under: Education and Insights
The Benefits of Donor-Advised Funds
Jim Niedzinski, CFP®, AIF®, Wealth Advisor at Planning Alternatives, shares how to save taxes on charitabl...
Filed under: Education and Insights
2019 OUTLOOK
We share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy...
Filed under: Education and Insights
Caring for Your Aging Parents
We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 an...
Filed under: Education and Insights
MONEY: IS IT BLACK OR WHITE?
THANK YOU FOR YOUR INTEREST — Due to an overwhelming response, this event has reached maximum capacity and registrat...
Filed under: Education and Insights
Yes, You Can Retire Early!
by Brent Bell, CFP®, MS Yes, You Can Retire Early! Yes, You Can Access Your Retirement Plan Assets! No, You Don’t Hav...
Filed under: Education and Insights
Social Security – How do I optimize my benefit?
by Patrick Hannon, CFP® Filing for Social Security benefits may be one of the most important financ...
Filed under: Education and Insights
Watch Our Outlook 2018 Webinar
If you couldn’t attend the Outlook 2018 webinar, don’t worry, we recorded it! Please click the link below to view the webinar. &...
Filed under: Education and Insights
Year-End Tax Planning Opportunities
Did you know that according to the Tax Foundation, the average American pays more in taxes than for food, clo...
Filed under: Education and Insights
Tax-Smart Ways to Give to Charity Before Year-End
Making a charitable donation is not only a chance to make a difference, it’s also an excellent way to ...
Filed under: Education and Insights