College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...

Tax Savings Strategies

March 12, 2019
Recent tax law changes have many investors wondering if it’s still possible to avoid capital gains taxes. The good...

Hitting the Jackpot! Managing Financial Windfalls (23:47)

February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...

Bond Ladders

February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
Opportunity Zones, Protect

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....

Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...

A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...

Can Money Buy Happiness? (22:57)

June 12, 2018
In our podcast,  Can Money Buy Happiness? , host  Brian Leitner  and guest  Dr. Elizabeth Dunn , a professor...

Protecting Assets Using a Domestic Asset Protection Trust

July 11, 2017
As uncomfortable as it may be to think about, asset protection planning for divorce is an important consideration for...

Early Retirement: How Early Is Too Early?

June 8, 2017
Many people wish to retire earlier than they originally expected. However, retiring early can have tax consequences. How early...

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