Categories

Estate Planning

Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC

Posted January 15, 2019

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

Managing your Online Legacy and Digital Assets after Death by Eric P. Zeitlin

Posted November 14, 2018

In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technologies and digital devices. Your online identity could become a challenge in the event that you pass away or if you become incapacitated and can no longer access your accounts. Do family members […]

Investing is no Place for Emotions and Knee-Jerk Reactions by Scott Montgomery, CLU, ChFC

Posted November 7, 2018

The equity markets provide opportunities for investors to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]

What is Probate and How Can I Avoid It? by Lee F. Hediger

Posted October 23, 2018

Probate refers to the legal process of settling an individual’s estate and distributing his or her property and assets to heirs and other named beneficiaries after he or she passes away. If a person dies with a will, the court will generally follow the directions the decedent’s outlined for distributing assets and naming guardians for […]

What is Tax-Loss Harvesting and How is it Impacted by Tax Reform? by Todd A. Moll, CFP, CFA

Posted October 17, 2018

While investors welcome market gains, they should not overlook the substantial tax liabilities their positive performing investments may incur when the time comes to sell. Under tax reform, investors are subject to capital gains tax as high as 37 percent, when they sell non-retirement investments, real estate or other appreciating assets. However, it is possible […]

Why You Might Consider a Divorce in 2018 by Scott Montgomery, CLU, ChFC

Posted October 10, 2018

The Tax Cuts and Jobs Act (TCJA) reforms the U.S. tax code and turns traditional estate planning for couples on its head by changing the way the IRS will treat alimony payments between divorcing couples beginning on Jan. 1, 2019. Under current law, payments of spousal support are deductible by the payer and taxable as […]

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC

Posted September 25, 2018

According to the Pew Research Institute, first-time marriages are on the decline while a growing number of unions involve a spouse who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely to have children from a prior marriage as well as a retirement nest egg, […]

You’re Never too Young to Begin Estate Planning by Jamel Gordon, CFP

Posted September 19, 2018

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Think Before You Click to Protect Yourself from Identity Theft by Eric P. Zeitlin

Posted September 11, 2018

Hardly a week goes by without news of another data breach or similar situation in which individuals’ personally identifiable information is exposed. Even some of the most well-known and respected brands, including Equifax, Target, Sony and FaceBook, have been targets of attacks. As criminals get more creative in the ways in which they commit these […]

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