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A Season of Gratitude & Giving

A Season of Gratitude & Giving

November 17, 2020
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about...
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Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Your Life Simplified - Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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How-Can-I-Impact-My-Community

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Questions, Answered: CARES Act and SECURE Act

Your Questions, Answered: CARES Act And SECURE Act

August 13, 2020
On this week’s episode of Your Questions, Answered Lindsey McCool and Brian Leitner discuss tax and estate planning, and...
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How Grandparents Can Help Grandchildren With College

How Grandparents Can Help Grandchildren With College

June 25, 2020
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages, Share

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

March 4, 2020
You may be wondering how you can minimize your tax burden and do some good at the same time....
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How To Select A Philanthropic Organization To Support

February 18, 2020
Recent studies show that we are a very giving country. In 2018, the United States was estimated to have...
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Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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Non-Cash Charitable Donations

November 11, 2019
As year-end approaches, many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions...
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How To Maximize Your Charitable Contributions, Share

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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