Resources

A Guide to Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy. As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outl …

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How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …

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What You Need to Do in the Year Before You Retire

Your retirement is the culmination of years of careful planning, and you don’t want to fumble the ball when the end zone is in sight. Download our checklist of key tasks to complete in the year leading up to your retirement to make sure you’re prepared for this major life milest …

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Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

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When Shifting Goals Mean Shifting Plans

Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …

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Tax Planning Checklist

Over the last year, we experienced an economic recovery from an ongoing global pandemic, new and pending legislation that affected taxes and retirement planning, and more. So as you prepare to file your 2021 taxes, don’t just pack a folder with receipts and important documents. Consid …

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When to Use a Donor-Advised Fund for Charitable Giving

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.” If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF). A donor-advised fund (DAF) is a tool to which you make an irr …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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