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Finding Success in Succession Planning

Finding Success in Succession Planning

April 13, 2021
If you own a business, planning for the transfer of ownership is something that you’ll eventually need to consider....
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We’re Due for a Pause in Growth, but the Backdrop Remains Positive

We’re Due for a Pause in Growth, but the Backdrop Remains Positive

April 5, 2021
“As long as the roots are not severed, all is well. And all will be well in the garden....
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This Too Shall Last

This Too Shall Last?

April 5, 2021
The U.S. economy should grow more than 5% “real” gross domestic product (GDP) this year. I had been looking...
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Tax Filing Updates On Deadlines

Tax Filing: Update on Deadlines

April 3, 2021
The IRS has extended the federal income tax filing due date for individuals to May 17, 2021. That means...
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Time to Rebalance Your Portfolio

Time to Rebalance Your Portfolio?

April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
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Financial Conversations

Your Questions, Answered: Financial Conversations

April 1, 2021
On this week’s episode of Your Questions, Answered  Meredith Jamail Rice  talks with  Brian Leitner  about how to begin...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care

April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience

March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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Minimizing Taxes in Retirement

Minimizing Taxes in Retirement

March 19, 2021
As you navigate life events, like retirement, we’re here to help you get on track and head in the...
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Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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