Your Year-End Guide to Charitable Giving | Important Information from Our Financial Advisors
The tax benefits associated with charitable giving could potentially enhance your ability to give back even more this holiday season.
October is National Financial Planning Month | 5 Questions You Should Be Asking When Hiring a New Financial Planner
October is National Financial Planning Month. This year we have compiled five questions you should ask a financial planner before doing business with them.
Medicare Open Enrollment Begins October 15 | Important Information from Our Financial Advisors
Every year, the Medicare open enrollment period happens between October 15 and December 7. At this time, Medicare beneficiaries have the option to change their health plans and prescription drug coverage for the upcoming year.
Life Insurance Awareness Month | History and Statistics from our Financial Advisors
September is National Life Insurance Awareness Month. In our article this year, we will be talking about the history of life insurance and discuss some current statistics.
The Benefits and Risks of Equity Compensation | By Reagan A. Hamilton, ChFC®
When a portion of your compensation is in the form of shares of stock, it often leads to a large percentage of net worth being dependent on the performance of one company’s stock price. For this reason, careful investment planning is necessary for anyone receiving equity compensation.
Do You Own Company Stock in Your Retirement Plan? | By Nick J. Valenti, CLU, ChFC, CFP®
In addition to doing a rollover of all assets in your retirement plan to an IRA you should know that you have an alternative for your employers’ stock which is held in that plan.