Library

Endowments & Foundations » Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders

September 14, 2017 | Wealth Management

Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space. We discuss why these areas are important and key takeaways …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » 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 Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Four Tips for an Effective Fundraising Database

June 22, 2017 | Wealth Management

Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful …

Financial 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. …

Financial Planning » HSAs 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 …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

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 …


Loading...