Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Discover Generous New Tax Credits for Start-Up 401(K) Plans

    Les Risell June 14, 2024

    Establishing a retirement plan is a great way for employers to save for retirement and attract and retain valued employees. Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions. In fact, the tax credits may offset most or all plan costs over the first three years!

  • Which Programs Should You Consider to Cover Health Care Costs?

    Jack Cintorino May 30, 2024

    With health care fees climbing, identifying a few ways to help meet those surging costs may provide you with peace of mind.

  • Leave a Larger Legacy Using IRA (RMD) Maximization

    May 30, 2024

    If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.

  • Remaining Disciplined During Market Downturns

    Ryan Shugrue May 29, 2024

    Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.

  • Health Care and Asset Protection in Retirement

    Jack Cintorino May 29, 2024

    Due to the rising cost of health care, it is said that it is harder to get through retirement than it is to get to retirement. Here are a few things to consider about covering health care costs in retirement while protecting assets.

  • The Three A’s of Retirement Income

    Peter A. Longo May 17, 2024

    You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.

  • 7 Strategies to Consider Before Applying for Medicaid

    Jack Cintorino May 17, 2024

    Many retirees use Medicaid, a joint federal and state health care program, to cover medical and long-term care costs. Here are some strategies to consider before you apply.

  • Life Insurance: It's Not Just for Income Replacement

    Robert Wheeler May 16, 2024

    This article explores some alternate considerations to leverage life insurance, outside of the traditional approach, for individuals and families with significant wealth.

  • An Annuity Income Strategy During Volatile Markets

    Peter A. Longo May 16, 2024

    While it’s understandable to feel uneasy when the market experiences periods of extreme volatility, it’s important not to panic and instead focus on what you can control. Implementing new strategies, in consultation with us, may help keep long-term goals on track.

  • Protecting Your Financial Legacy

    Robert Wheeler May 16, 2024

    There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy.


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