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Financial Planning
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.
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Four Things You Can Do with Excess 529 Plan Funds
August 18, 2017 | Financial Planning
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 Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …
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Individuals
Four Common Types of Debt and What They Mean for You
July 11, 2017 | Financial Planning
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 …
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IndividualsWebinar: Exclusively for Medical Professionals
May 19, 2017 | Estate Planning
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. …
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IndividualsHSAs are Poised for the Spotlight in the Trump Era
April 27, 2017 | Financial Planning
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 …
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Individuals
Medicare FAQs
March 22, 2017 | Planning for Retirement
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …
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Individuals
Understanding Revocable Trusts
February 23, 2017 | Estate Planning
Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …
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IndividualsWebinar: The Importance of Estate Planning Early (& Often)
February 21, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …
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Individuals12 Tips for Year-End Tax Planning
December 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
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IndividualsTax Planning for the Trump Era
November 21, 2016 | Tax Planning
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …
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Individuals