Getting a grip on your taxes means integrating tax planning into your overall financial plan — and, as a bonus, it means taking the pain out of Tax Day.
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Uncertainty about the future of Social Security and Medicare may unsettle you. Yet making the most of Social Security and Medicare as they are now is still a smart financial move. Learn more in the latest from our podcast.
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Retirement planning can be complicated, but the best way forward is make sure you understand the basics and get started as soon as possible. Paul Jacobs, CFP®, EA is ready to help.
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Paying for college (or private K-12 schooling, or graduate school) isn’t always simple. But just like pursuing any other financial goal, the keys to effective education saving are careful planning and fully understanding your options.
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Should you consider long-term care insurance? What sorts of strategies can help you effectively pay for your care? Besides saving, what else do you need to do to be sure you’re ready for any needs that may arise? Melinda Kibler answers these questions and more.
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Investing isn’t always easy, but it doesn’t have to be complicated. What do you really need to know to make wise investment choices?
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Whether you’re considering your first life insurance policy or looking to review your approach, this episode is for you.
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Grandkids are a joyful part of life. They also can, and should, be part of your overall financial plan. Senior client service manager and chief investment officer Anthony Criscuolo walks listeners through the practical side of offering financial support to your grandchildren in the most effective ways possible.
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Vice president David Walters dispels the myth that estate planning is only for the very wealthy or very old. Discover who needs to pay estate taxes; some dos and don’ts of designating executors or trustees; the pitfalls of “sweetheart” wills; and much more.
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EVP/COO Shomari Hearn discusses tricky decisions about how best to assist or support adult children or grandchildren; ways to prepare family members who might receive significant assets after your death; the pros and cons of intrafamily loans; and much more.
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