Financial Planning

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  • Feb 1 2019
    hands on top of hands for charity
    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 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 2018
    roth ira
    Retirement 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 2018
    lady going over tax forms with calculator
    It’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 2018
    older couple enjoying retirement and a glass of white wine
    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.

  • Oct 10 2018
    stack of will and ira papers
    Where’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 2018
    commissioned salesmen
    Another Example of Why Suitability Fails to Protect Clients

    Another reason why commissioned salesmen fail to protect their clients. Read this case study to protect you and your financial future.

  • Aug 23 2018
    Do 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.