Personal Finance

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.



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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.



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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.



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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.



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Don’t Let End-of-life Health Care Costs Drain the Value of Your Estate

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



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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.



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Estate planning for procrastinators

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



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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.



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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.



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How to Make Social Security Work for You

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



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The Family Conversation on College Planning

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



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Don’t Go Broke Caring for an Elderly Family Member

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



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Retirement Risks You Can & Cannot Control

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



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Six tips for retirement literacy

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



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Getting Your Company Ready for Sale

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


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What Is Your Income Allocation?

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




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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.



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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.



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One step could provide big savings on future estate taxes

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



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