Wealth Management Educational Articles
Top Estate Planning Mistakes to Avoid
Avoiding common estate planning mistakes will help ensure your wishes are honored and your loved ones are protected from unnecessary tax burdens and complications.
5 Ways to Plan for Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
Are You Ready to Retire? 4 Questions to Consider
I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?
Should You Hire a Professional to Manage Your Trust?
If a trust is part of your overall estate plan, hiring a professional can offer valuable benefits. Find out how your advisor can help navigate your trustee options.
The Value of a Financial Advisor: How to Consider the Costs and Benefits
In a world of do-it-yourself home improvement programs and YouTube repair videos, it can be tempting to manage your own money. So, why might one consider working with a professional? Here’s what individual investors should know when assessing the value of working with a financial advisor.
Protecting Your Portfolio in a Presidential Election Year
The 2024 presidential election is set to be a repeat of the Biden versus Trump contest of 2020. Here’s what to keep in mind this election season.
How Your Advisor Can Build a Plan Based on Your Values
An advisor should never recommend a product, strategy or service before knowing what you want to accomplish. So, let’s look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
Top 10 Investment Lessons of 2023
The events that unfolded in 2023 once again showed that there are no crystal balls that allow investors to see the future clearly. Thus, when building a financial plan, a wide range of potential outcomes must be considered.
The New Year Brings Big Questions for Markets
As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different — with uncertainty surrounding future monetary policy and a looming presidential election.
Small Steps to Take Before 2024 That May Help Save Big
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
Social Security and Medicare: How to Plan for Next Year
Here are some commonly asked questions about the changes coming, as well as tips to keep your Medicare costs lower, regardless of how much your Social Security benefits rise.
Balancing Current Bond Yields with Future Rate Changes
Following years of low returns, bonds are bouncing back. From 2022 to 2023, short-term Treasury bill rates have increased from near zero to over 5%.