Webinars

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …

529 Plans & Taxes

Published by Mark Lookabill | @LookabillMark It is hard to believe that the 529 Plan is now 20 years old. I often receive the question, “Is a 529 Plan tax deductible?” Over the last two decades, the 529 Plan tax benefit has helped a number of taxpayers absorb some of the costs for college. …

What True Wealth Means to Me

Published by Jason Comes | @Jason_Comes Wealth…What does it mean to you?  I ask this to clients and get many different answers.  It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had t …

Beneficiary Designation – Yes, It’s Important!

Published by Teresa Milner There is a very important aspect of your life that you need to plan: beneficiary designations. Keeping your beneficiary designations up to date so your assets go to the loved ones you choose is an important aspect of your planning which is often ignored and/or overlooked. 

Opportunity Through Insight

People’s opinion of a company’s future potential is a key factor upon which the stock market is built. Therefore, as an analyst, it is important to not only understand the fundamentals and the strategy of companies in which you are looking to invest,

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …

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