Tools to Help Realize Your Year-End Charitable Giving Goals
As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors
As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more
College Financial Aid: 7 EFC Myths Debunked
The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners
The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more
Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
Major tax reform typically only occurs once every decade or few. But after a tumultuous series of negotiations in both the House and Senate, a final reconciled version of the Tax Cuts and Jobs Ac... Read more
5 Simple Ways to Protect Your Information Online
This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hya... Read more
5 Things for Financial Advisors to Talk About at Year End
It may be the most wonderful time of the year, but for financial advisors, it is also one of the busiest times of the year. While you are in the process of meeting with your clients to review imp... Read more
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- Hindsight is Clearer Than Foresight <!---->This article is featured in the winter edi...