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Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

December 2, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by year-end, you might want...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about tax-advantaged moves to make by...
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The Responsibilities of a Trustee

The Responsibilities of a Trustee

November 1, 2022
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Discover Tax-Efficient Withdrawal Strategies During Retirement

Discover Tax-Efficient Withdrawal Strategies During Retirement

November 1, 2022
When you’re ready to take distributions from various accounts in retirement, it matters which accounts you withdraw from first...
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Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

November 1, 2022
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way to...
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5 Common Tax Questions

5 Common Tax Questions

October 15, 2022
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

October 2, 2022
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

October 2, 2022
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2022
As major companies continue to experience system compromises that result in the theft of personal data, it is more...
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

September 12, 2022
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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