Samantha Pahlow, CTFA, AWMA®, provides an overview of planned philanthropic donations and the tax benefits associated.
Optimizing the Tax Benefits of Charitable Giving
Medicare: Understanding the Basics
Samantha Pahlow, CTFA, AWMA®, discusses the basics of Medicare and how it fits into retirement planning.
Wealth Management Insights Forum: Managing Wealth through Transitions
Pahlow Discusses Sustainable Financial Decision Making on Wallet Wednesday
April is a time of year when many of us reflect on what we can do to incorporate sustainable practices into our lives. This month, our colleague Samantha Pahlow, CFTA, AWMA®, shared insights on two areas: electric vehicles and ESG investing.
Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts
Parents and grandparents often ask how they can set up an account for minor children, to help them build good saving habits or to make financial gifts, while also delaying access until a future point in time. One common approach is to open a Uniform Transfer to Minors Act account (UTMA) or Uniform Gift to Minors Account (UGMA).
Second Quarter 2022 Wealth Management Insights Publication
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
Year-End Insights: Certain Strategies for Uncertain Times
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
Fourth Quarter 2021 Wealth Management Insights: Certain Strategies for Uncertain Times
Third Quarter 2021 Wealth Management Insights Publication
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
What to Do with Excess 529 Plan Funds?
While reaching your college savings goal is worth celebrating, it’s important to know your options should you have excess funds.
Wealth Management Insights: Preparing Future Generations for a Legacy of Success
Our Wealth Management Insights publication for second quarter 2021 titled, “Preparing Future Generations for a Legacy of Success.”
2021 Annual Limits for Tax and Wealth Planning
The College for Financial Planning has released its 2021 Annual Guide that is a great resource for tax planning, charitable giving and other important topics.