Article Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children January 11, 2023 If you’re coordinating your family legacy wealth plan, be sure to have these three conversations with your adult children.Read Morekeyboard_arrow_right
Article Review Your 2023 Spending Plan By Andrew Busa — January 6, 2023 Each new year brings new resolutions, and a common one is a 2023 spending plan. While we believe it's important to reassess your financial goals and aspirations, we also understand that the start of the calendar year creates a deluge of tasks, so we’ll keep our advice brief and to the point. Are … Read Morekeyboard_arrow_right
Video Financial Resolutions for 2023 By Andrew Busa — January 5, 2023 In our latest Adviser Takeaway video, Manager of Financial Planning Andrew Busa shares four financial resolutions you should consider.Watch Nowkeyboard_arrow_right
Article Secure Act 2.0 and Your Retirement By Andrew Busa — January 3, 2023 Three years after the Secure Act introduced major updates to the U.S. retirement system, modifications are on the way in Secure 2.0.Read Morekeyboard_arrow_right
Article Keeping Real Estate in the Family With Qualified Personal Residence Trusts By Andrew Busa — December 27, 2022 A qualified personal residence trust (QPRT) is an irrevocable trust that allows you to pass a home to the next generation in a tax-friendly manner during your lifetime.Read Morekeyboard_arrow_right
Video Diana Linn on the FIRE Movement By Diana Linn — December 22, 2022 In our latest Adviser Takeaway video, Wealth Adviser Diana Linn takes a look at the FIRE Movement, a recent trend among younger investors.Watch Nowkeyboard_arrow_right
Article Clean Energy Tax Credits for High Earners December 20, 2022 Clean energy tax credits are a fantastic opportunity to reduce energy and tax bills. For high earners, the solar tax credit comes with significant upside.Read Morekeyboard_arrow_right
Article Spousal Lifetime Access Trusts—The ‘SLAT’ Advantage By Andrew Busa — December 19, 2022 2022 is winding down. It’s time to cross these financial planning and tax items off your list before the calendar flips.Read Morekeyboard_arrow_right
Checklist Special Report Year-End Portfolio Checklist December 16, 2022 Year-End Portfolio Checklist When the days get shorter, it also means time is running out to make year-end tax-saving moves. This checklist outlines eight important year-end actions to consider as you close the books on 2022. Click here to download it now! This material is distributed for informational purposes … Read Morekeyboard_arrow_right
Video Gifting Cash: When Do Taxes Apply? By Diana Linn — December 15, 2022 Wealth Adviser Diana Linn helps you celebrate the holiday season by explaining the tax rules around gifting money or assets.Watch Nowkeyboard_arrow_right