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Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Rollover Reminder: Deadline Approaching

August 17, 2020 | Financial Planning

As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Important Considerations When Drafting Your Will

August 11, 2020 | Financial Planning

We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Regulation Best Interest and Form CRS

July 27, 2020 | Fiduciary

Form CRS (Client Relationship Summary) and Regulation Best Interest (Reg BI), new regulations adopted by the Securities and Exchange Commission (SEC) a little over a year ago, became effective June 30, 2020. SEC-registered Broker dealers and investment advisors must deliver Form CRS to retail …


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