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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Investing for Impact

January 7, 2021
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Acquiring A Large Sum Of Money

January 5, 2021
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
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Estate and Gift Tax Quick Facts, Tax Strategies

Estate and Gift Tax Quick Facts

January 2, 2021
As you think about estate planning, keep in mind that you can give a certain amount in tax-free gifts...
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Make the Most of Your Retirement Plan Contributions

January 2, 2021
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Five Common Tax Questions, Wealth Planning

5 Common Tax Questions

January 1, 2021
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Engineer-Seeking-Wealth-Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
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Keep Calm and Carry On

Keep Calm and Carry On

November 10, 2020
After a week of uncertainty, Joe Biden has become the president-elect. While we still don’t know which party will...
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YQA Mortgage Rates

Your Questions, Answered: Mortgage Rates

October 29, 2020
On this week’s episode of Your Questions, Answered Lonny Greenberg and  Brian Leitner  discuss the considerations for mortgage rates,...
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