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Past Commentary & Articles

Article
January 15, 2025
smishing, text scam

To minimize the risk of smishing, always be cautious with unsolicited text messages. Never click on links or attachments in messages you weren’t expecting, especially if they seem urgent. Instead, go directly to your financial institution’s website by typing the address into your browser.

Article
January 10, 2025
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Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.

Videos
January 9, 2025
tax surprise

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises. 

Article
January 3, 2025
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Just like a regular health checkup, reviewing your estate plan helps ensure it’s up-to-date and protecting your loved ones. From marriage and divorce to the birth of children and changes in tax laws, there are many reasons to revisit your estate plan.

Article
December 26, 2024
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One of the top concerns for Americans in their 60s is how to fund their retirement. To help you enter retirement with confidence, consider a plan that addresses these five key areas. 

Article
December 20, 2024
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Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

Videos
December 19, 2024
Retirement Webinar

Are you ready to make the most of your retirement years? Retirement is more than the end of a career—it’s the beginning of a new phase filled with opportunity, purpose, and freedom. In this recorded webinar, Financial Advisor Lois Basil and Director of Financial Planning Anne Mank have a dynamic discussion designed to equip you with the tools and strategies to help maximize your retirement experience.