Financial Planning
- Feb 1 2019
10 Things to Know About Qualified Charitable Distributions (QCDs)Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.
Dec 18 2018
5 Things to Consider When Looking for a Financial AdvisorChoosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!
Dec 12 2018
Retirement Planning: Roth IRAs vs. Traditional IRAsWhen you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.
Nov 29 2018It’s the Season of Giving: Make Your Charity Giving Work for YouDo you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.
Nov 1 2018Retirement Planning Strategies: 7 Year-End Mistakes to AvoidSome of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.
Oct 10 2018Where’s the Beneficiary Form…?Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.
Sep 19 2018Another Example of Why Suitability Fails to Protect ClientsAnother reason why commissioned salesmen fail to protect their clients. Read this case study to protect you and your financial future.
Aug 23 2018Do You Really Know What You Are Paying Your Advisor?There is a big difference between "price" and "cost." Read how "cheap fees" are not the only way your advisor can make money off of you.
Aug 21 2018Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable SalespersonWondering if a trusted fiduciary advisor is better than a suitable salesperson? Follow this simple checklist to decide for yourself.