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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...
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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...
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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...
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Bond Ladders

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