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.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo March 7, 2024

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Why Hire an M&A Advisor When Selling Your Business?

    February 23, 2024

    A qualified Mergers & Acquisitions (M&A) advisor can often be well worth the cost by delivering improved transaction terms and helping you get the deal done.

  • Secure 2.0 Act: What Plan Sponsors Need to Know in 2024

    Dann Stephens February 23, 2024

    An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 23, 2024

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich February 23, 2024

    Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies.

  • Planning Strategies for Remaining 529 Balances

    Zane Byramji February 23, 2024

    If you saved more for college than you needed, here’s how make the most of the leftover funds.

  • 5 Simple Steps to Prepare for Tax Filing

    February 14, 2024

    Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

  • Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA

    Jack Cintorino January 29, 2024

    While the tax advantages of a Roth IRA can be very enticing, it has income limits that may exclude you from being eligible to contribute to this type of retirement savings account. But have you considered a Backdoor Roth?

  • Estate Planning for Procrastinators

    Jay Guyer January 19, 2024

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Important Planning Considerations: Insurance & Long-Term Care

    Peter A. Longo January 19, 2024

    While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?


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