Helpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.