Search
Filter by type
Financial Planning
Prosper
December 12, 2017 | Wealth Management
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
Audience
IndividualYear-End Tax Planning Tips
December 11, 2017 | Wealth Management
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
Tax Reform and What Comes Next
November 20, 2017 | Wealth Management
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
Webinar: Financial Planning FAQs
November 10, 2017 | Wealth Management
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future.
Audience
Individual12 Tips for a Secure Retirement
October 19, 2017 | Wealth Management
It's National Retirement Security Week and we're sharing 12 planning tips that can help as you prepare for retirement and throughout your retirement.
Protecting Your Information After the Equifax Data Breach
October 10, 2017 | Market Commentary
As you have likely already heard, Equifax, one of the three large American credit agencies (along with Experian and TransUnion) was hacked earlier this year. Hackers stole the names, addresses, birth dates, and Social Security numbers of approximately 143 million people.
Four Things You Can Do with Excess 529 Plan Funds
August 18, 2017 | Wealth Management
529 college savings plans are widely touted as the most effective way to save for college education expenses. Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …
Audience
Individual
Four Common Types of Debt and What They Mean for You
July 11, 2017 | Wealth Management
American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York. In today’s low interest rate environment, debt can be …
Audience
IndividualWebinar: Exclusively for Medical Professionals
May 19, 2017 | Wealth Management
Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …
Audience
IndividualHSAs are Poised for the Spotlight in the Trump Era
April 27, 2017 | Wealth Management
Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day …
Audience
Individual