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Tax Planning

Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

Posted October 21, 2020

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

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

Posted September 24, 2020

According to the Pew Research Institute, first-time marriages are on the decline, while a growing number of unions involve spouses 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, a […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

Posted August 27, 2020

The COVID-19 pandemic has upended the higher education plans for millions of college students who have opted to take a gap year or live at home while classes for the Fall semester move online. For many, those decisions will impact how they use funds accumulated in 529 college-savings plans. 529 plans provide families at all […]

Weighing the Tax Risks and Rewards of Gifting Assets to Heirs During Life by Brendan T. Hayes

Posted April 2, 2020

Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts, it is important you consider how certain assets will be treated differently for tax purposes […]

Disaster-Relief Loans Available to Small Businesses Impacted by COVID-19 by Todd A. Moll, CFP®, CFA

Posted March 19, 2020

Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small Business Administration (SBA) in tandem with U.S. state and local government, will offer up to […]

Avoid the Problems that Can Come with Cosigning Loans by Kathleen Marteney, CRPC

Posted August 7, 2019

Cosigning a loan for a friend or family member can spell financial disaster and ruin an otherwise healthy relationship. While it is not unusual for parents to cosign for a child’s student loans, car loans or even a mortgage, doing so can damage parents’ credit scores and leave them liable for paying off the entire […]

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