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Your Questions, Answered: 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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Your Questions, Answered: Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Non-Cash Charitable Donations

Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash charitable contributions can be...
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How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Over-Sharenting? How to Protect Children’s Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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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

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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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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Your Questions, Answered: Community Impact

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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Financial Advice: It Shouldn’t Be the Same for Everyone

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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How To Maximize Your Charitable Contributions

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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