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.

  • Incentive Stock Options

    November 9, 2023

    This article provides an overview of Incentive Stock Options.

  • Long-Term Care: Impact on Family Caregivers

    Samantha Redding November 6, 2023

    While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver—which is why long-term care planning is just as important for your family as it is for you.

  • Life Events May Trigger Lending Needs

    November 6, 2023

    Life is full of events and circumstances that may throw financial curveballs. Which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.

  • 9 Considerations for 2023 Year-End Tax Planning

    Jack Cintorino November 1, 2023

    In addition to the continued challenges brought on by inflation and rising prices, 2023 also saw new tax laws as well as anticipated changes in 2024 and beyond. This article examines what you should be aware of as you prepare for year-end tax planning.

  • Cash Balance Plans: An Overview

    November 1, 2023

    Take advantage of accelerated retirement savings and significant tax benefits by offering Cash Balance Plans.

  • Having a Long-Term Care Conversation with Aging Loved Ones

    Robert Wheeler October 30, 2023

    The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. That’s why it’s important to have a productive discussion with your senior parents about long-term care needs while they are still healthy.

  • Plan Sponsors Get Reprieve From Roth Catch-Up Implementation

    Dann Stephens October 25, 2023

    The IRS announced a two-year transitional period on the SECURE Act 2.0’s Roth catch-up contribution rule. If you’re a retirement plan sponsor, you now have until January 1, 2026, to prepare for implementation.

  • Navigating Volatile Markets During Pre and Post Retirement

    Kim Beil October 25, 2023

    If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.

  • Look Out For These Top Tax Scams When Filing Your Taxes

    October 25, 2023

    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • Selling Your Company to Your Employees

    Jay Guyer October 18, 2023

    If you’re starting to think about selling your small business to enable retirement, you may want to consider an employee stock ownership plan.


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