10 Answers to Questions About the Bear Market
2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.
Continue Reading! Blog
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
By Craig Lemoine, Director of Consumer Investment Research We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. I could say “Tammy, a CLU and ChFC®, revi …
RMDs on Inherited Retirement Accounts in the Age of the SECURE Act
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.
My Financial Planning Journey
By Jaymon Meikle, CFP®, Wealth Advisor July 2022 marks an important milestone in my life. It’s the 10th anniversary of me falling into this industry by happenstance, leading me to find a career I truly love.
How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief
Sarah Duey I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …
Tips to Help You Pay Attention to Your Finances
By Cristina Wiebelt-Smith, Associate Wealth Advisor I want to tell you about a money mistake I made in my 20s well before my days as a financial advisor. After leaving my first job, I rolled my 401(k) over to a broker recommended by a friend. A few years later, when we wanted to make contri …
Tips to Help You Stay Strong During Market Volatility
It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty.
Downloadable Resource
8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
Download Now!