Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Protect Yourself From Scams Targeting Retirees

    October 11, 2024

    Fraud targeting retirees is increasingly common, and the best defense is to know the warning signs. Review the below list of the most common scams and ways to protect yourself from fraudsters.

  • Retirement Planning for Women

    Shurdonna Joseph October 10, 2024

    Navigating the world of personal finance and investing can feel overwhelming to most people—and gender may further affect your financial experiences and situation. Here’s some of the unique considerations women often face, and how you can take control by planning for your financial future.

  • 8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity

    October 10, 2024

    Donor-advised funds can offer some advantages over direct donations to charity—including flexibility and strategic tax planning.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji October 10, 2024

    When you gift educational expenses, you’re not only providing someone with the tools they need to succeed but also investing in their future. A 529 savings plan, with its tax benefits, is a smart way to accomplish this.

  • Gear up for Covering Long-Term Care Costs

    October 10, 2024

    Feeling prepared to meet long-term care costs—and have the care experience you envision—is easier when you take a few steps ahead of time. The checklist below can help.

  • Cash Balance Plans: An Overview

    October 10, 2024

    Take advantage of accelerated retirement savings and significant tax benefits by offering cash balance plans.

  • 9 Considerations for 2024 Year-End Tax Planning

    Jack Cintorino October 3, 2024

    The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

  • Beware of These Top Tax Scams When Filing Your Taxes

    September 20, 2024

    The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.

  • Optimize Wealth Transfer With Annuity Maximization

    September 20, 2024

    Annuity Maximization is a strategy that moves assets from an existing annuity to fund a life insurance policy. This can potentially increase the amount of money you leave to your heirs.

  • Financial Planning: Helping You See the Big Picture

    September 12, 2024

    Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.


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