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National Estate Planning Week: Looking Ahead

October 20th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

As we wrap up National Estate Planning Awareness week, we look toward the future.

This week the IRS announced the annual gifting limits increase $1,000 to $15,000 per person per year. This means a married couple may gift up to $30,000 per person with […]

Will Estate Taxes Go Away?

October 19th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

President Trump and Republican legislators recently submitted their “Unified Framework for Fixing Our Broken Tax Code.”  In it, they proposed to condense tax brackets, lower corporate tax rates, and generally, “make America great again.”  As with nearly every tax plan, this one is also designed […]

Trust Beneficiaries and Your Retirement Accounts

October 18th, 2017|

By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

As Estate Planning Awareness Week continues, one often overlooked aspect of estate planning involves beneficiary designations.  Keeping beneficiary designations up to date is one of the most important aspects of legacy planning when you have accumulated assets in tax-deferred retirement accounts, such as Traditional […]

Yes Millennials, You Too Need An Estate Plan

October 17th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

Generally described as the generation born after 1980 but before 2000, you Millennials are a large generation who are changing the game in many ways.  That said, you also continue the folly of your previous generations by failing to prepare for your own incapacity or […]

The Market Needs a Taxative

October 16th, 2017|

By Pete Biebel, Vice President

All the major stock indices inched to new highs last week with the measured speed and grim determination of a French Quarter funeral procession.  To say the averages made a little movement would be like saying a glacier made a little movement today.  The S&P 500 Index (SPX) gained a whopping […]

National Estate Planning Week is October 16-20th

October 16th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

Once again, it’s National Estate Planning Awareness week, a concept led by the National Association of Estate Planners and Councils.  In support of this effort we will be bringing you various planning and organization ideas to help you understand what estate planning is, and why […]

Better Wait Than Lever

October 9th, 2017|

By Pete Biebel, Vice President

In a record filled week, most of the major averages reached multiple new highs.  Those gains followed on the previous week’s late-week breakout over 2500 on the S&P 500 Index (SPX).  Last week I wrote that, “Another percent or two of upside follow-through seems to be within easy reach.”  And, it […]

I Got a New Altitude

October 2nd, 2017|

By Pete Biebel, Vice President

Last week brought the end of September and the end of the year’s third quarter; it also brought new highs in several of the major averages and several industry sectors. Yet, while the market’s ascent continued last month, the market saw a big shift in the leadership that led the expedition […]

Small Business Protection from Employee Death or Disability

September 27th, 2017|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

All businesses, regardless of their size, have key employees that are invaluable to the success of the company.  In a small business, each employee usually has a more direct effect on a company’s profitability due to fewer employees interacting with customers, creating products, and/or performing services.  […]

Consider Incorporating Key Strategies for Helping Workers Stay on Track for Retirement

September 25th, 2017|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Business Owners are starting to realize the tremendous impact a few key strategies can have in helping employees get on track for retirement. These strategies initially gained traction with large corporate 401(k) plans, but have slowly started to be adopted by small and mid-sized business […]