Why You Should Plan Taxes 2 Years at a Time
This blog will explain some of the advantages of doing your taxes two years at a time.
Before Completing Your 2022 Tax Return, Keep These 5 Filing Tips in Mind
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Retirement Strategy: Money & Longevity
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
How to Be a Good Steward of Your Inheritance
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
Estate Planning: Tax Planning & Avoiding Tax Scams
Helping your clients with the year-round effort to maintain your tax strategy.
Estate Planning: Living Trusts
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
How the Age at Which You Take Social Security Will Affect Your Benefits
You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out....
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
