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How to Protect Yourself from Tax-Return Identity Theft

January 26, 2018
With tax season in full swing, it's important to be vigilant with your personal information and tax practices to make sure your tax refund ends up in your hands. Here are some steps you can take...

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Have You Taken State Estate Taxes Into Account?

Leslie Gibbens
January 19, 2018
Growing Your Wealth, Managing Your Money
The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

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Tax Cuts & Jobs Act: How They Affect Estate Planning

Doug Koenig
January 19, 2018
Growing Your Wealth, Managing Your Money
Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

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A Stock-Market First in 2017

Thomas R. Sullivan, CFA
January 08, 2018
Growing Your Wealth
What happened for the first time ever in 2017? Every month of the calendar year posted a positive return.

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December 2017 Investment Update

January 03, 2018
Growing Your Wealth
The U.S. economy experienced its best sustained growth in several years, with back-to-back quarters of real GDP growth exceeding 3.0%.

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Investment Overview: 4th Quarter 2017

Frank Savage CFA
January 02, 2018
Growing Your Wealth
Increasing economic growth, both domestically and internationally, buoyed financial markets in the fourth quarter. Importantly, global growth appears to be synchronizing...

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New Tax Reform Bill: Loan Rollover Rules Impacted

John Nownes
December 27, 2017
Retiring Your Way
The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

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Retirement for the Ages

Jeff Aldrich
December 27, 2017
Retiring Your Way, Growing Your Wealth
Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

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How to Get Ready for Retirement After the Age of 50

Kellee Krick
December 26, 2017
The decade or two leading up your retirement is your last opportunity to maximize your savings. It is very important to make decisions that will positively impact the amount you will be able to

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Gifting Cash Tax-Free with Annual Exclusion

Leslie Gibbens
December 14, 2017
Growing Your Wealth, Managing Your Money
The 2017 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your $5.49 million lifetime gift tax exemption. A great way to give at year-end!

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