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.

  • Charitable Lead Trust

    October 18, 2023

    This article provides an overview of Charitable Lead Trusts.

  • Donor-Advised Funds

    October 18, 2023

    This article provides an overview of Donor-Advised Funds.

  • What is an Exchange-Traded Fund?

    October 18, 2023

    This article provides an overview of Exchange-Traded Funds.

  • Charitable Remainder Trusts

    October 18, 2023

    This article provides an overview of Charitable Remainder Trusts.

  • Retirement Plans for the Self-Employed: Choosing the Right Plan for You

    Joe McDonald October 6, 2023

    Saving for retirement is a major concern for most Americans, but as a self-employed individual, there are a number of attractive opportunities to consider.

  • Restructuring Your Assets to Qualify for Medicaid

    Jack Cintorino October 4, 2023

    Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions, and the estate planning strategies to consider to restructure your assets so you can potentially qualify for this benefit.

  • Roth Conversions: A Holiday Gift That Keeps Giving

    Jay Guyer October 4, 2023

    As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.

  • Why Proper Account Titling Is Vital for Your Estate Plan

    Jack Cintorino September 29, 2023

    The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan.

  • Here’s What You Can Do to Prevent Check Fraud

    September 29, 2023

    Instances of check fraud are on the rise in the U.S. Below are some best practices to help you avoid becoming a victim.

  • Bits and Bytes in Your Estate Plan

    Jay Guyer September 27, 2023

    Technology has brought us various conveniences and efficiencies—but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.


Article Authors

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