Blog

Avoid Tax Surprises This Year: Better Charitable Deductions. . . if You Itemize

September 6th, 2018|

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

(Part 3 of a 4-part series)

Tuesday, we reviewed the importance of checking your withholding to make sure you are not over/under-withholding due to the tax law changes this year.  Yesterday, we focused on how state and local tax deductions have been limited under the […]

Succession Planning for Your Business

September 5th, 2018|

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

If you have built or maintained a business in your professional life you may feel like that business is one of your children.  That said, what are you going to with that “business child” when it’s time for you to slow down or step […]

Avoid Tax Surprises This Year: State and Local Tax Deductions Now Limited

September 5th, 2018|

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

(Part 2 of a 4-part series)

Yesterday, we reviewed the importance of checking your withholding to make sure you are not over-withholding or under-withholding due to the tax law changes this year.  As the second installment of this series of blogs dedicated to avoiding tax […]

Avoid Tax Surprises This Year: Make Sure You Check Your Withholding

September 4th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

(Part 1 of a 4-part series)

Labor Day marks the end of summer for many people but its origin lies in honoring the contributions that workers have made to the strength, prosperity, laws and well-being of the country. Taxes are part of the everyday reality […]

Contractual Guarantees: Transfer of Risk and Peace of Mind

August 29th, 2018|

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

There is little argument that equities have produced impressive returns over a long period of time, but retirees and pre-retirees often begin to ask themselves questions such as, “How much risk am I still willing to take?” and/or “How afraid am I that I may run […]

Got the T-Shirt

August 27th, 2018|

By Pete Biebel, Senior Vice President

The market had another pretty good week.  And, contrary to the behavior in the previous week, the indices and sectors that had been leading resumed their leadership role.  The lagging indices and sectors, which bounced higher in the previous week, were relegated to bringing up the rear.  The NASDAQ Composite […]

Paying for Health Care in Retirement

August 23rd, 2018|

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

People today are living longer, healthier lives than previous generations. And while longevity is
something to celebrate, it does mean more years of paying for health care. That said, planning for
the unexpected with insurance, and the premiums associated with that insurance, has become more
important than ever.

The federal […]

Celebrating Senior Citizen’s Day

August 21st, 2018|

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

Today is officially Senior Citizen’s Day.  With that, it seems like as good of a day as ever to remember it’s important to get your estate planning organized and efficient.  You should know where your estate planning documents are located, and what they say.  […]

R-O-T-A-T-I-O-N in the Summer Sun

August 20th, 2018|

By Pete Biebel, Senior Vice President

Summer v-a-c-a-t-i-o-n is coming to an end.  Several of the sectors that blissfully led the market higher through the early days of summer have been beached in recent weeks.  Meanwhile, a handful of sectors that had been out of the limelight have enjoyed a late-summer burst of bullishness.  Over the […]

Retirement Income: Six Things that Can Blow Up Any Retirement Income Plan

August 15th, 2018|

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

Even some of the best laid plans take an unforeseen turn.  For example, you can develop what seems to be a well thought out approach to funding your retirement, but then something could happen that blows it apart.  While it may be fun to […]