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  • Qualified Charitable Distributions for RMDs

    Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

  • Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

    As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

  • Is Life Insurance Through Work Enough?

    From our subsidiary Broadview Insurance Agency: If your employer offers life insurance, chances are you’ll get a decent amount of coverage.

  • A Year-End Planning Guide for Business Owners

    As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

  • Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

    Tips to help the rollover process go quickly and smoothly for you.

  • Building a Strong Financial Foundation

    It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

  • Worried About Your Financial Health? It May Be Time For A Checkup

    Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

  • A Beginner’s Guide to Investing

    When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year.

  • Creating a Legacy of Change through Charitable Giving

    Philanthropy today is different than it was in the past.

  • Ringing in the New Year in Your Golden Years

    Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

  • Hit the Road In An RV

    From our subsidiary Broadview Insurance Agency: Here’s what you need to know if you are considering hitting the road in an RV.

  • Spreading Holiday Cheer with Year-End Giving

    The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

  • What to Know About Multigenerational Estate Planning

    Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

  • An Introduction to Estate Planning for the Sandwich Generation

    For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

  • Financial Independence for the Sandwich Generation

    The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

  • Contact Us

    You can choose to meet with us in-person, by video, or on the phone. We look forward to connecting with you and discussing your needs.

  • Investing Made Easy: How to Start Small

    In this article, we take the complexity out of investing to make it more enjoyable.

  • Spring Cleaning Your Investments

    Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan.