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Category: Article

August 6, 2020
victory lap career

Leveraging Your Intellectual Capital in Victory Lap Retirement

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

August 3, 2020
What to Consider Before Tapping Into Your 401(k)

What to Consider Before Tapping Into Your 401(K) Under the CARES Act

The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.

July 17, 2020

Investor’s Guide – Maintaining Your Sanity During COVID-19

In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.

July 14, 2020
What if I told you I think you can actually have the best of both worlds? That it is possible to have the deep relationship of a loved one, coupled with the expertise and non-family-conflict of a corporate trustee?

Why Name a Corporate Trustee in Your Estate Documents

Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.

July 1, 2020

Our Old Friend Volatility is Back

Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Financial advisor Edward Cruickshank offers seven simple truths to help you live with volatility.

June 27, 2020
Your team of professionals should review your trust documents, net worth, and IRA/qualified account balances and revisit the design of your overall estate plan so you can weigh the tax costs of leaving IRAs in trust against your asset protection goals. The SECURE Act changes the way people inherit money so you should keep a pulse on how your estate plan is affected.

The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?

Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.

June 9, 2020
Computer Stock Review

Sell in May – Go Away!

Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the […]

June 5, 2020
Hand with Pen

It’s Tax Day in July! Postponed Tax Deadlines Coming Soon.

Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many […]

June 3, 2020
Economy & Stock Alignment

Why Is the Market Going up When the Economy Is Going Down?

Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.

June 2, 2020
Form 1095-A

How the Premium Tax Credit Can Help You Save on Health Care Costs

Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work. Premium Tax […]

June 2, 2020
US Stimulus Payment

Delayed Stimulus Payments, Income Taxes, and Continual IRS Changes, Oh My!

Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every […]

May 18, 2020
Green Bills

I Needed Cash and Claimed My Social Security Benefits Early – Now What?

Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my […]