BlogEstate Planning Charitable Lead Annuity Trusts (CLATs)December 3, 2020What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is…
BlogInvesting An Introduction to RebalancingDecember 1, 2020In the world of investing, rebalancing refers to the process of adjusting assets in one’s…
BlogInvestingTrending Topics Bitcoin: A Brief Update for U.S.-Based Individual InvestorsNovember 24, 2020The following post will attempt to provide an overview of bitcoin's current status. Please note…
BlogEstate Planning Spousal Lifetime Access Trusts (SLATs): FAQsSeptember 29, 2020What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…
Blogdata operations Data Dashboards: Use Business Intelligence to ImproveSeptember 16, 2020My job, as well as the business intelligence I use every day, are about collecting…
BlogCovid-19Trending Topics Our 2020 Internship ProgramSeptember 1, 2020Like many others, we are now almost five months into a remote work environment, a…
BlogTax PlanningTrending Topics Back to the Future? A Look at Biden’s Tax ProposalsAugust 25, 2020Somehow lost in all of the news coverage of the COVID-19 pandemic and social unrest,…
BlogFinancial Planning The Importance of Working With a Fiduciary AdvisorAugust 18, 2020Deciding to work with a financial advisor can be a stressful decision. It requires sharing…
BlogFinancial PlanningInvestingRetirement PlanningWealth Transitions What To Do With an Inherited IRAAugust 6, 2020Losing a loved one can bring not only an emotional burden, but also significant financial…
BlogFinancial Planning Integrating Military Benefits into Your Financial PlanningAugust 4, 2020As a financial advisor for over three decades and a former U.S. Navy officer with…
BlogBrandingMarketing Are You an RIA Considering a Rebrand? Don’t Overlook These Important DetailsAugust 1, 2020(as previously published here by Financial Advisor Magazine) The RIA industry has seen unprecedented growth…
BlogFinancial Planning Employee Benefits: Understand and Maximize Your OptionsJuly 28, 2020While salary is one of the most important employee benefits to consider for any job,…
BlogFinancial PlanningRetirement Planning How to Avoid Outliving Your AssetsJuly 14, 2020According to the Social Security Administration, average life expectancies for current retirees are now 86.5…
BlogEducation Planning Student Loan PlanningJuly 9, 2020As of May 2018, per StudentLoanHero, 75% of graduates from private, non-profit colleges held student…
BlogCovid-19Retirement PlanningTrending Topics Return of 2020 RMDs Allowed by New IRS AnnouncementJune 24, 2020On June 23, the Internal Revenue Service issued a notice that told taxpayers they could…
BlogCovid-19InvestingTrending Topics Equity Investing Since the Dawn of Covid-19June 15, 2020Stock markets have been on an uncomfortable ride in 2020, leaving open a great deal…
BlogBusiness OwnersCovid-19Trending Topics Paycheck Protection Program Flexibility ActJune 8, 2020New Legislation Could Help Business Owners with PPP Loan Forgiveness Process After being approved by…
BlogCovid-19Investing Adding to Stocks During Covid-19June 4, 2020The spread of Covid-19 has been referred to as a “black swan” event by some,…
