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Financial Planning » Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Wealth Management
Tax reform has become law, and seemingly endless news coverage has been dedicated to explaining its major provisions. With the dust starting to settle, now is the time to consider what it means for your financial planning in 2018 and beyond.
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IndividualFinancial 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 …
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IndividualFinancial Planning » 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
IndividualFinancial Planning » Webinar: 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. …
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Individual
Financial Planning » Four Signs it’s Time to Update Your Estate Plan
March 28, 2017 | Wealth Management
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …
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Individual
Financial Planning » Understanding Revocable Trusts
February 23, 2017 | Wealth Management
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 …
Audience
IndividualFinancial Planning » Webinar: The Importance of Estate Planning Early (& Often)
February 21, 2017 | Wealth Management
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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IndividualLibrary » Contribution Limits, Tax Rates, and More for 2017
January 26, 2017 | Wealth Management
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …
Financial Planning » Tax Planning for the Trump Era
November 21, 2016 | Wealth Management
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 …
Audience
IndividualFinancial Planning » Comparing IRAs: Trusteed and Traditional
November 10, 2016 | Wealth Management
Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …
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