Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

    Establishing an end-of-life health care plan can protect the value of your legacy.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo March 14, 2024

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino March 11, 2024

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Tips for Leveraging 529 Education Savings Plans

    Zane Byramji March 11, 2024

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo March 7, 2024

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Why Hire an M&A Advisor When Selling Your Business?

    February 23, 2024

    A qualified Mergers & Acquisitions (M&A) advisor can often be well worth the cost by delivering improved transaction terms and helping you get the deal done.

  • Secure 2.0 Act: What Plan Sponsors Need to Know in 2024

    Dann Stephens February 23, 2024

    An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 23, 2024

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich February 23, 2024

    Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies.


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