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.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich April 22, 2024

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • 3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset

    April 9, 2024

    The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks. This article can help you get started.

  • Non-Qualified Stock Options

    March 14, 2024

    This article provides an overview of Non-Qualified Stock Options.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

    Establishing an end-of-life health care plan can protect the value of your legacy.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo March 14, 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.

  • Tips for Leveraging 529 Education Savings Plans

    Zane Byramji March 11, 2024

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo March 7, 2024

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Why Hire an M&A Advisor When Selling Your Business?

    February 23, 2024

    A qualified Mergers & Acquisitions (M&A) advisor can often be well worth the cost by delivering improved transaction terms and helping you get the deal done.

  • Secure 2.0 Act: What Plan Sponsors Need to Know in 2024

    Dann Stephens February 23, 2024

    An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.


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