All Commentary Video Article Podcast Whitepaper

Insights

2025 Estate Tax Exemption

2025 Estate Tax Exemption

October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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Why the SECURE 2.0 Act Matters More Than Ever

Why the SECURE 2.0 Act Matters More Than Ever

October 3, 2024
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Employment Picture Steady, Consumer Confidence a Question

October 2, 2024
The Federal Reserve lowered the federal funds rate by 50 basis points (bps) last month. This is the first...
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September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?

October 2, 2024
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous!...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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3 Strategies to Consider Before Selling an Investment Property

September 28, 2024
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Strategies for Managing Concentrated Stock in a Diversified Portfolio

September 21, 2024
A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting

September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary

September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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