Understanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Next GenerationNew 2024 Features of 529 College Savings Plans
The change could encourage greater savings for college and retirement.
09.10.24 Finance and InvestmentA Guide to Planning for a Natural Disaster
Having a plan for when a disaster strikes your home can greatly impact your family’s safety. However, creating a plan…
09.10.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Estate PlanningChoosing An Executor And/Or Trustee
The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.
09.10.24 ResourcesTracking Retirement Readiness on National 401(k) Day
Tracking Retirement Readiness on National 401(k) Day
09.06.24 Estate PlanningUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
An overview of RMDs and examples of strategies.
08.29.24 Next GenerationFunding Your Child’s Education
Education planning strategies to consider with your advisor.
08.29.24 Finance and InvestmentInterstate Relocation – Moving with Purpose and a Plan
Considerations to keep in mind when preparing to relocate as a hybrid or remote worker.
08.29.24 Finance and InvestmentFollowing the Paper Trail – A Practical Guide to Organizing Important Documents
Here are some practical tips and guidance for creating a system to keep your important documents accessible and orderly.
08.19.24 Estate PlanningRetiring Early? Here’s What To Consider
Planning options and a helpful checklist for people considering early retirement.
08.19.24 Next GenerationUnderstanding Federal Student Loan Repayment
The 5 Questions New Graduates Often Ask
08.13.24