Encouraging a Culture of Philanthropy in Your Business
Consider tackling your organization’s philanthropic endeavors in a manner similar to your business plan. Learn more in this week’s Business Tip.
Due Date Approaches for 2016 Federal Income Tax Returns
You’ll want to start pulling things together! The filing deadline for most individuals is Tuesday, April 18, 2017. Read all about it in this week’s Tax Tip.
Integrating Employee and Retirement Benefits When You Marry
Your change in marital status can also alter the benefits you receive from your employer. We explain in this week’s Financial Tip.
Breaking Down the Business Model Behind Financial Advice
Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, build off of last week’s discussion reviewing the difference in fees between the broker-dealer and Registered Investment Adviser business models. They cover the services provided and how you can compare the two when shopping for a financial services solution.
Market Roundup: Market Climbs Higher in Record-Setting Week
The markets kicked off a week of new record highs, trading into record territory for a third straight session.
Small Business: The Future of Pass-Through Entities and Taxes
As a business owner, understanding the tax advantages of each business type is imperative. We explain in this week’s Business Tip.
Long-Term Care: An Integral Part of Your Financial Plan
Statistics show that fewer than 30% of Americans older than 50 have taken steps to address their long-term care risk. We explain what to do in this week’s Insurance Tip.
What's the Difference Between a Direct and Indirect Rollover?
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Can the IRS Waive the 60-Day IRA Rollover Deadline?
Did you miss the 60-day rollover deadline for your IRA due to extenuating circumstances? All hope is not lost. Read all about it in this week’s Tax Tip.
Should an Investor’s Goal be to Beat the Market?
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.