Expert Articles
Homework Will Help You Pick the Proper 529 Education Savings Plan
529 savings plans can be effective tools to ensure your education savings needs are met appropriately and efficiently. Doing your homework will help you avoid potential pitfalls with high fees, poor investment options and how these accounts affect eligibility for financial aid.
Read More »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.
Read More »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.
Read More »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.
Read More »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.
Read More »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.
Read More »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.
Read More »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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