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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.

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. 
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

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.

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