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.

  • Avoid Getting Scammed

    September 13, 2023

    Thousands of new scams emerge every year. Follow these best practices to help protect yourself and your family.

  • Does Your Buy-Sell Agreement Need a Check-Up?

    Jay Guyer September 13, 2023

    Life proves over and over that it is full of uncertainties.

  • Getting Your Company Ready for Sale

    Jay Guyer August 25, 2023

    Planning the retirement for a business owner is significantly more complicated than planning the retirement of an employee.

  • 6 Tips for Retirement Literacy

    Jay Guyer August 25, 2023

    A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.

  • Things to Consider When Selling a Family Business

    Jay Guyer August 25, 2023

    Selling a family business is a significant process that is impactful in numerous ways. It can represent the start of a well-deserved retirement and the culmination of years of work.

  • Which Type of Special Needs Trust Is Right for You?

    Jay Guyer August 25, 2023

    There are two types of Special Needs Trusts (SNTs): first-party and third-party SNTs. Which type makes the most sense for you to use depends upon whose property is funding the SNT.

  • Can You Benefit From a Qualified Personal Residence Trust?

    August 2, 2023

    If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.

  • A Family Conversation on Estate Planning

    Martin Schamis July 25, 2023

    While having a family conversation about your estate plan may be uncomfortable, such dialogue can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.

  • Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan

    Jay Guyer July 25, 2023

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • Choosing a Corporate Trustee

    Jack Cintorino July 20, 2023

    If you have determined that setting up a trust will help you accomplish your financial goals, the next step includes choosing your trustee—and if you choose a corporate trustee—deciding what capacity you want this trustee to serve.


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