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Double-Duty Giving with Charitable Gift Annuities

Leslie Gibbens
July 20, 2018
Growing Your Wealth, Managing Your Money
If you’re charitably inclined, you may wish to consider a charitable gift annuity, which combines the benefits of an immediate income tax deduction and a lifetime income stream...

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21st Century Estate Planning for Digital Assets

Doug Koenig
July 12, 2018
Growing Your Wealth, Managing Your Money
Though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Makes sure your loved ones know they exist, and how to access them.

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Tax Law Effect on Estates and Inherited Property

Leslie Gibbens
July 05, 2018
Growing Your Wealth, Managing Your Money
A tax law change enacted in 2015 warrants your attention. It generally prohibits the income tax basis of inherited property from exceeding the property’s fair market value (FMV). Let's take a look.

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Investment Overview: 2nd Quarter 2018

Daniel Frost
July 05, 2018
Growing Your Wealth
Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

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The Latest Scam Targeting Businesses | Part 2

Jim Smith
July 03, 2018
Managing Your Money
We’ve been discussing a very common type of fraud affecting our businesses, Business Email Scams or Spoofing. There are three key components that you and your employees should understand: what . . .

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June 2018 Market Recap

July 03, 2018
Growing Your Wealth
The US economy remains firmly in expansionary territory. The current economic recovery that began in the summer of 2009 is now the second longest in US history.

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5th Circuit Buries Fiduciary Rule

John Nownes
July 03, 2018
Retiring Your Way
Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

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4 Tips for a Healthier, Wealthier Retirement

Kellee Krick
July 03, 2018
Retiring Your Way
Are you, or someone you're close to, within 10-15 years of retirement? When contemplating retirement, or if you are already retired, these 4 tips can lead to a healthier and more fulfilling time.

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Fortify Your Estate Plan Against Undue Influence Claims

Doug Koenig
June 19, 2018
Growing Your Wealth, Managing Your Money
It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

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Naming a Minor as Beneficiary: Unintended Outcomes

Leslie Gibbens
June 07, 2018
Growing Your Wealth, Managing Your Money
A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

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