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.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Zane Byramji December 14, 2023

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • Estate Planning for the Family of a Child With Special Needs

    Martin Schamis December 14, 2023

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

  • The Importance of Individual Long-Term Disability Insurance

    Robert Wheeler December 1, 2023

    The probability of a worker today becoming disabled between age 20 and normal retirement age is 25%.* Understanding how individual long-term disability insurance can help you manage that risk.

  • Protecting the Value of Your Business for the Next Generation

    Jay Guyer December 1, 2023

    If you own a business, consider these planning strategies so the next generation of owners are prepared.

  • Understanding Retirement Risks You Can & Cannot Control

    Jay Guyer November 28, 2023

    There are many aspects to consider when thinking about mitigating risk in retirement. Here are two categories we often recommend in order to shape the conversation around retirement income planning. Remember, there are a number of other risks to consider and discuss with us at any time.

  • Incentive Stock Options

    November 9, 2023

    This article provides an overview of Incentive Stock Options.

  • Long-Term Care: Impact on Family Caregivers

    Samantha Redding November 6, 2023

    While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver—which is why long-term care planning is just as important for your family as it is for you.

  • Life Events May Trigger Lending Needs

    November 6, 2023

    Life is full of events and circumstances that may throw financial curveballs. Which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.

  • Having a Long-Term Care Conversation with Aging Loved Ones

    Robert Wheeler October 30, 2023

    The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. That’s why it’s important to have a productive discussion with your senior parents about long-term care needs while they are still healthy.

  • Navigating Volatile Markets During Pre and Post Retirement

    Kim Beil October 25, 2023

    If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.


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