Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino January 9, 2025

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Understanding State Inheritance Taxes

    Jay Guyer January 8, 2025

    If you inherit money or property upon the death of a loved one, you may be expected to pay inheritance tax on your new assets. Find out which states have an inheritance tax and if you must pay.

  • 7 Strategies for Concentrated Stock Positions

    Shurdonna Joseph December 11, 2024

    Highly concentrated stock positions should be protected and diversified according to your circumstances and complete financial picture. Here are some strategies that can help.

  • Why Use Life Insurance in Estate Planning

    December 6, 2024

    Life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

  • Prevent Phishing Attacks

    December 6, 2024

    Phishing scams are growing more sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.

  • Prevent Identity Theft

    December 6, 2024

    Identity theft is when someone steals your personal information to commit fraud. Here is a checklist of some steps you can take to help from becoming a victim.

  • Recover From a System Hack

    December 6, 2024

    Here is a checklist of steps to help you recover from a computer system hack.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo December 4, 2024

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • Building a Personalized Asset Allocation

    Ryan Shugrue December 4, 2024

    A well-defined asset allocation essentially sets the framework and guides the path your investment portfolio should follow to achieve your long-term financial goals.

  • Optimizing Tax Strategy and Charitable Giving With a Donor-Advised Fund

    Martin Schamis November 29, 2024

    When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).


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