Financial Planning | Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the end of the year. Here is a checklist of issues to consider.
Charitable Giving Strategy: Issues to Consider
Now is the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Here are a few ideas to consider.
Estate Planning Documents: Issues to Consider
Your estate documents can become outdated, especially after certain life changes. Use our checklist to help you stay current on wills, trusts and your power of attorney.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Issues To Consider After a Sudden Wealth Event
A sudden and substantial increase in wealth necessitates careful preparation, particularly when it occurs unexpectedly. Use this checklist to help navigate the process.
Pension Benefits: Which Option is Best for My Retirement?
When it comes to pension benefits for retirement, are you considering a lump-sum payment or a steady stream of income? To make the right decision, it’s critical to consider the big picture, including tax implications.
Planning for the Sale, Disposition, or Succession of Your Business
The business appraisal and evaluation process can be challenging. Learn where to start and what questions to ask when addressing your exit strategy.
Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Financial Planning for Your Child’s College Education
Our mission is to assist you in funding your child's college education with guidance on Financial Aid, Funding, Qualified Accounts, and Tax Planning. Use this checklist to get started.
Financial Management and Retirement Planning Tips for Young Professionals
Navigating the shift from college to adulthood can be challenging, especially when it comes to financial management. Contributing early to retirement plans and managing credit, savings, and student loans can make a big difference in long-term financial health.