Category: Financial Planning

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    Paying for Health Care in Retirement

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    Paying for Health Care in Retirement

    By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

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    Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

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    Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

    By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

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    Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

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    Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

    By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

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    Culture From the Top Down: Executive Compensation Plans Explained

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    Culture From the Top Down: Executive Compensation Plans Explained

    By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …

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    What Do Financial Adviser Designations Mean? What are the Letters after a Name?

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    What Do Financial Adviser Designations Mean? What are the Letters after a Name?

    By Craig Lemoine, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU and ChFC®, revi …

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    RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

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    RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

    Tom Fridrich, Senior Wealth Planner    Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well. 

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    How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

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    How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

    Sarah Duey   I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why.   As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …

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    Things You Should Consider with Equity Compensation Decisions

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    Things You Should Consider with Equity Compensation Decisions

    Take control of your financial future by navigating these three common stock option pitfalls     By Taylor Maks, CFP® and Wealth Advisor   All those long hours and hard work has paid off and you have an opportunity to earn “Equity Compensation”. Just like a dog chasing a car you m …

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    What is an I Bond?

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    What is an I Bond?

    By Taylor Maks, CFP® and Wealth Advisor I bonds are a type of U.S. Savings bond designed to protect the value of your cash from inflation. Today’s I bond yields are far greater than any other government guaranteed interest rate available. They are issued by the U.S. Treasury and guaranteed …

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    Tips to Help You Stay Strong During Market Volatility

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    Tips to Help You Stay Strong During Market Volatility

    It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

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