Expert Articles


Jul
2014

4 Financial Considerations That Can Increase Student Aid Opportunities

Your wealth manager can help you understand how your student's financial need is calculated, what it includes, and how you can proactively structure assets to increase your child's potential of receiving maximum educational aid.

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Apr
2014

When Should You Shake Up Your Wealth Management Team?

A coordinated team effort by professional advisers is a valuable wealth management tool. It helps focus all your various team members' efforts on a common goal and strategy. Sometimes, however, changes must be made.

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Mar
2014

Avoiding Costly Lump-Sum Pension Pitfalls

For many people, receiving a pension payout in full is the largest amount of money they will receive from a single event. The sudden wealth created by a retirement account disbursement is exhilarating. It is also challenging. And it could be costly.

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Feb
2014

8 Important Business Sale Do’s and Don’ts

You’ve worked much of your life to build a successful business, so be sure to give it the care it deserves when it’s time to sell it.

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Jul
2013

Tracking, and Working Around, Annual Gift Limits

The federal estate tax guides not only your financial plans for how and to whom you will pass your assets, but also affects the gifts you give to friends and family while you are still around to receive their heartfelt thanks.

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May
2013

Avoid Common Mistakes That Could Lead to Unintentional Violation of Trust Terms

Trusts can benefit your family now and for generations to come. But a trustee's unintentional actions can undo even the most well designed and robust trust documents.

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Apr
2013

Integrating a Trust into a Beneficiary’s Personal Financial Plan

Talking about money with family generally is difficult. But not talking about it, especially when family trusts are involved, could be costly.

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Mar
2013

Why Are Target Date Funds Often Misunderstood and Misused?

If your plan offers target date funds, education of your participants about the funds is critical. Information on asset allocation of the funds will enable participants to determine what risk profile is appropriate for their specific situations.

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