Checklist Settling an Estate Checklist: 17 Critical Steps at a Difficult Time Updated: April 29, 2022
Article How Income Affects Social Security Benefits May 17, 2022 Navigating the world of Social Security can be confusing. We hear from clients all the time asking how different income types impact their Social Security benefits. To understand how income affects Social Security, it’s important to differentiate between the Social Security Administration’s (SSA) four programs, because your income has a different impact … Read Morekeyboard_arrow_right
Article Emergency Fund Fundamentals Updated: May 13, 2022 The cornerstone of a strong financial foundation is a solid emergency fund. Let’s face it, life throws us all a curveball on occasion.Read Morekeyboard_arrow_right
Guide Smart Ways to Save (and Pay) for Education May 13, 2022 You have heard the horror stories. Today’s average annual cost of tuition, room and board at a four-year private college is a whopping $53,217. While it seems a bargain by comparison, even the average cost of a four year state school is a steep $25,487 for residents (and a hefty $43,161 for … Read Morekeyboard_arrow_right
Article Answers to Popular Social Security Questions May 10, 2022 It’s small but has an oversized role—your Social Security card. And there are certain things you shouldn’t do with it. Learn more.Read Morekeyboard_arrow_right
Article Estate Planning Resources in ONE Location May 3, 2022 Put your personal affairs in order using our comprehensive estate planning resources, including detailed checklists—organized in one location.Read Morekeyboard_arrow_right
Article Smart Charitable Giving Strategies Updated: April 29, 2022 We’ve talked before about how charitable giving can lower your annual tax bill. Here, we’ll mention four smart charitable giving strategies to help you give. Direct cash donations. Perhaps not the most tax-efficient giving strategy, but it is the simplest. Giving cash is often the easiest way to make a … Read Morekeyboard_arrow_right
Checklist Estate-Planning Checklist: Must-Haves Before You Die April 29, 2022 5 Critical Estate-Planning Must-Haves Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves. Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead of … Read Morekeyboard_arrow_right
Article Will Planning Checklist: What to Include in a Will April 26, 2022 A will is an opportunity to express your final wishes, support loved ones and continue your legacy after your death.Read Morekeyboard_arrow_right
Article Charitable Giving: Going Big and Paying Less Updated: April 25, 2022 Charitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill. When you contribute to an IRS-recognized charitable organization, the sum can be deducted … Read Morekeyboard_arrow_right
Podcast How Early Can You Retire? April 20, 2022 FEATURING Andrew Busa and Sophie Benander Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving … Listen Nowkeyboard_arrow_right