Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Planning for an Alternate Scenario
Planning for Our Children's Future
Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.
Wealth Management Insights: The Value of Planning
Wealth Management Insights: Caring for Ourselves and Our Loved Ones
Collaborative planning for care needs can reduce family stress and ensure our housing, financial management, legal arrangements and healthcare is consistent with our personal preferences. In this quarter’s Wealth Management Insights video, Mary Lago, CFP®, CTFA, shares common decision points and items we can address in advance.
Wealth Management Insights First Quarter 2023: Planning for Incremental and Potentially Substantial Changes
Wealth Management Insights publication for first quarter 2023 titled, “Planning for Incremental and Potentially Substantial Changes.”
Opportunities for Strategic Tax and Philanthropic Planning
Making the Most of All Your Benefits - Wealth Management Insights Video
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
Basic Tax Considerations When Selling Real Estate
When you sell real estate and make a profit, you may be taxed on that gain. When it comes to the sale, both how the property was used and the length of time you’ve owned the property will impact your taxation.
Life Expectancy and Wealth Planning
Preparing to Sell a Business
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
Wealth Management Insights: Valuing the Resources of Time and Money
Third Quarter 2021 Wealth Management Insights Video
Josh Frankel, CFP®, discusses five questions to talk to your insurance agent about that will help you protect your assets.
A Focus on 529 Plans in May
College tuition costs have increased more quickly than any household expense in decades. Although there are many education funding options, there is one that often rises to the top – the 529 plan.
Alphabet Soup: Examples of Irrevocable Trusts and Purposes
If you are feeling anxious about possible changes to estate taxes, expect to have a taxable estate, and want to take action – it may be worth learning a little bit about irrevocable trusts.
Wealth Management Insights Forum: Planning for the Future
Our Wealth Managment Insights Forum recording can be accessed here. Topics covered included financial spring cleaning, potential new tax policies, strategic savings and spending priorities and steps toward establishing a wealth plan.
Get Medicare Savvy
Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.
Wealth Management Webinar Recording: Planning for the Known and Unknown
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.