Insights blog
Wealth management news and analysis
Insights
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Learn how a Qualified Longevity Annuity Contract (QLAC) can reduce your RMDs by up to 25% and provide guaranteed income later in retirement. Explore benefits, rules, and key considerations before investing.
8/4/2021
Blog
Single, widowed, or divorced? Discover essential estate planning tips tailored for individuals without a spouse—learn how to protect your assets, name beneficiaries, and avoid costly legal pitfalls.
7/29/2021
Blog
Confused by financial titles like advisor, planner, or wealth manager? Learn the key differences and how to choose the right financial professional for your needs.
7/25/2021
Blog
Not all wealth managers are created equal. Learn how to spot red flags, avoid hidden fees, and choose a fiduciary advisor who prioritizes your full financial picture—not just your portfolio.
7/19/2021
Blog
Learn how to minimize estate taxes and maximize your legacy with smart gifting strategies. Understand gift tax rules, annual exclusions, and IRS filing tips.
7/13/2021
Blog
Learn the 5 key life events that should prompt a review of your estate plan—from marriage and career changes to retirement. Keep your legacy aligned with your goals.
7/5/2021
Blog
Equal pay for men and women has been the law since 1963. Yet, over half a century later, women are still paid less than men–even with similar education, skills and experience.
6/28/2021
Blog
Looking to reduce taxes in retirement? Explore smart IRA strategies like Roth conversions, charitable giving, and HSA rollovers to help lower your tax burden and maximize your savings.
6/23/2021
Blog
Missed the market rebound after COVID-19? Learn how to re-enter investing with confidence. Explore strategies like diversification, dollar-cost averaging, conservative options, and working with a fiduciary advisor to build a resilient portfolio.
6/20/2021
Blog
Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.
6/17/2021