Personal Finance

Tuesday, December 1, 2015

Discover the Emotional and Fiscal Benefits of Philanthropy

Senior Estate Planner, Mike Repak, discusses strategies for year-end gifts that can help reduce taxes come filing time.



Share this article

Monday, November 9, 2015

The Dos and Don’ts of Year-End Tax Moves

Senior Estate Planner, Mike Repak, explains what should and shouldn’t be done in year-end tax moves.



Share this article

Monday, November 2, 2015

Learn how to limit the impact of the wash sale rule

Senior Estate Planner, Mike Repak, discusses various techniques to navigate around the wash sale rule.



Share this article

Thursday, October 15, 2015

Top 5 reasons you need a portfolio review

Learn about the importance of reviewing your portfolio, and how it can benefit your complete financial picture.



Share this article

Thursday, October 1, 2015

Don’t let end-of-life healthcare costs drain the value of your estate

Senior Estate Planner, Michael Repak, discusses the importance of establishing
an end-of-life healthcare plan to protect the value of your legacy.



Share this article

Friday, September 25, 2015

Why is it so important to choose the right executor?


Senior Estate Planner, Mike Repak, offers advice on choosing the right executor and how that decision could affect the quality of estate administration later.



Share this article

Friday, September 4, 2015

Estate planning for procrastinators

Financial Planner, Mike Repak, discusses the various estate planning options and how to
minimize the tax implications on inheritances.



Share this article

Friday, August 14, 2015

The 7 smartest ways to pay for college

Senior Estate Planner, Mike Repak, discusses the best strategies to fund college education
today and provides tips on how to save.



Share this article

Friday, July 24, 2015

Discover new options for today’s long-term care insurance

Insurance Specialist, Rick Roberts, discusses new insurance products that combine traditional insurance benefits, with long-term care benefits.



Share this article

Tuesday, June 30, 2015

How to Make Social Security Work for You

When you choose to begin receiving benefits will substantially affect the amount of your monthly payments.



Share this article

Monday, June 1, 2015

The Family Conversation on College Planning

Financial Planner, Mike Repak, discusses the evolution of family conversations on the important topic of college planning.



Share this article

Thursday, May 28, 2015

Don’t go broke caring for an elderly family member

Financial Planner, Mike Repak, discusses written care agreements and how they can protect you.



Share this article

Thursday, May 7, 2015

Retirement Risks You Can & Cannot Control

Financial Planner, Mike Repak, provides advice on retirement risks.



Share this article

Friday, May 1, 2015

Six tips for retirement literacy

Financial Planner, Mike Repak, provides advice on how to plan for a comfortable retirement.



Share this article

Thursday, April 30, 2015

Getting Your Company Ready for Sale

Financial Planner, Mike Repak, discusses viable retirement solutions for business owners.


Share this article

Thursday, April 2, 2015

What Is Your Income Allocation?

Financial Planner, Mike Repak, discusses the benefits of understanding your personal income allocation.




Share this article

Thursday, March 26, 2015

Protecting the value of your business for the next generation

Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.



Share this article

Friday, March 13, 2015

Does your buy-sell agreement need a check-up?

Financial Planner, Mike Repak, poses some poignant questions to business owners on the importance of buy-sell agreements.



Share this article

Monday, March 2, 2015

One step could provide big savings on future estate taxes

High Net Worth Planner, Chris Haidinger, provides a simple definition of Estate Tax Portability.



Share this article