- Feb 1 201910 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 20185 Things to Consider When Looking for a Financial Advisor
Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!Dec 12 2018Retirement Planning: Roth IRAs vs. Traditional IRAs
When 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 You
Do 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 Avoid
Some 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.