Estate Planning

Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger

Posted January 28, 2020

To encourage more people to engage in estate planning and communicate how they intend to maintain, protect and distribute their assets upon incapacitation or death, the Florida legislature in 2019 approved the use of electronic wills and certain other legal documents. While Florida allows some electronic notary services to begin as early as Jan. 1, […]

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

Posted January 8, 2020

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to details. Selecting […]

Estate Tax Planning Numbers You Need to Know in 2020 by Todd Moll, CFP, CFA

Posted December 16, 2019

Developing a sound estate plan while you are healthy can go a long way toward saving your estate and family members from significant tax liabilities after you pass away. However, it is important to recognize that estate planning is on on-going process that will require frequent review and modifications based on changes to both your […]

You Are Not Too Young To Think About Life Insurance by Scott Montgomery

Posted December 5, 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 […]

What is a Financial Plan? by Lee F. Hediger

Posted November 26, 2019

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Rather, it is a critical planning tool that can help all individuals at all income levels make informed […]

8 Year-End Strategies for Retirement Savers by Kathleen Marteney CRPC®

Posted November 13, 2019

Thanksgiving is just ahead and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax-efficient manner. Following are some steps to consider taking before Dec. 31. Max out your contribution to a workplace 401(k) retirement plan. For 2019, the maximum […]

Staggered Retirement Requires Married Couples to Plan Carefully by Lee F. Hediger

Posted November 6, 2019

Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates essentially eliminates one income stream and helps couples ease slowly into their golden years, careful advance planning can go a long way to ensuring their financial goals stay on […]

Financial Advisors Can Help Guide You Through Major Life Events by Shane Phillips, CFA, CAIA, CFP ®

Posted October 29, 2019

Growing a family, buying a first or second home and retiring from your professional career are exciting life events that most of us love to talk about but few of us plan for in advance. If we put off planning for these happy occasions, imagine how little time we actually devote to planning for life’s […]

How Can Charitable-Minded Families Maximize Generosity, Tax-Efficiency Under New Law? by Eric P. Zeitlin

Posted October 16, 2019

Although few families give to charity solely for a tax break, it is not unreasonable to consider that charitable giving historically has played an important role in tax-efficient wealth and estate planning. Under the new tax laws, however, fewer families qualify to write off their charitable gifts unless they take the time to develop financially […]

6 Habits to Adopt Now to Help Ensure a Successful Retirement Later by Lee F. Hediger

Posted October 9, 2019

Good habits are important steps on the road to achieving desired goals. Want to get in shape? Establish healthy eating habits and a regular exercise schedule. Looking to play an instrument? Get in the habit of practicing regularly. The road to success is paved with positive behaviors and lifestyle choices. Retirement is no different. Following […]

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