Donor Advised Funds: What Are The Pros And Cons?

Posted by Billy Hufnell on January 27, 2022
Supporting a cause you feel passionate about is a major financial objective for many Americans. Whether your budget for charitable giving is large or small, understanding the best way to donate your money can help you maximize your impact and minimize your tax bill. This is why it’s crucial to ...
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Topics: Financial Planning, Retirement Planning, Wealth Management

What Are Alternative Investments? What To Know

Posted by Dan Ebinger on January 24, 2022
From age-old staples like gold to modern trendsetters like cryptocurrency, alternative options to stocks and bonds have long intrigued investors. However, not all investments are a wise choice for everyone to introduce into their portfolio. In this article, we’ll answer the question, “What are ...
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Topics: Financial Planning, Wealth Management

How Much Should I Save For My Child’s College Fund?

Posted by Jim Kantowski, CFP®, CPA on December 19, 2021
For many parents, college is a major milestone in your child’s future. A college education can set your child on the path to a rewarding career, both personally and financially. The college experience can also leave them with memories and friendships that last a lifetime. However, post-secondary ...
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Topics: Financial Planning

How To Leave Your Financial Advisor

Posted by Jim Kantowski, CFP®, CPA on October 25, 2021
People hire financial advisors for various purposes. Whatever your personal reason, it’s important that you’re getting what you need out of the relationship with an advisor—and that the relationship is serving the intended purpose for your financial future. If your main priorities are not being ...
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Topics: Financial Planning

Donor Advised Fund Vs. Private Foundation, Explained

Posted by Billy Hufnell on October 22, 2021
One of the most meaningful aspects of building wealth is the ability to donate to charitable causes close to your heart. It’s important to understand which charitable giving options make the most sense for you—today and as part of your legacy plan, as well as from a tax perspective. In ...
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Topics: Financial Planning

Long-Term Financial Goals: 6 Examples

Posted by Yvonne Talbott Scoggins on October 14, 2021
Every day, you make small decisions that impact your financial future in one way or another. However, it’s also crucial to set long-term financial goals to guide you toward wise choices that will enable you to create the life you desire in your later years. Knowing your objectives and ...
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Topics: Financial Planning

Retirement Plans For Lawyers: Top 4 Things To Consider

Posted by Lyn Dippel, JD, CFP® on October 11, 2021
As an attorney, you likely earn a salary that puts you in a high tax bracket, which can make timing and other aspects of retirement planning tricky. In this blog post, we’ll dig into this aspect of retirement plans for lawyers, plus three other key considerations to discuss with your financial ...
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Topics: Financial Planning

Financial Security Vs. Financial Freedom: What’s The Difference?

Posted by Jim Kantowski, CFP®, CPA on September 14, 2021
Financial goals are highly personal. You may only wish to have your basic needs met and pay off your debts—or you might envision yourself buying a second property in a tropical destination where you’ll someday retire and spend your days poolside. Whatever you desire— financial security vs. ...
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Topics: Financial Planning

Fiduciary Vs. Suitability Standards: What’s The Difference?

Posted by Bill Hufnell, CPA, CFP® on August 30, 2021
You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation. This is why it’s critical to work with an advisor who is held ...
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Topics: Financial Planning

Family Financial Planning: Your Go-To Guide

Posted by Billy Hufnell on August 23, 2021
Every family is unique, from your favorite birthday restaurant or road trip destination right down to your financial goals. However, one constant holds true for all families: It’s important to have a handle on your finances, and at a basic level, develop a contingency plan so you’ll be prepared ...
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Topics: Financial Planning