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The article aims to answer the question “Is Cash Back Taxable?” Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.* Are cash‐backs received from purchases considered taxable income? …
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Hello! In this episode of Ask the CFP®, we’ll delve into a particularly thorny issue: what happens to inheritance and pre-marital dollars in a divorce? The circumstances and decisions leading to divorce are often complex…
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Please note that our offices are closed in observance of the Fourth of July holiday.
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by Michael Torney, J.D., CFP®, LL.M. I remember the first time I saw a show on Broadway. Les Misérables and I was a kid. I was hooked. The energy from the performers, the full house, the…
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Planning a trip is exciting, inspiring…and nerve-wracking. As you compare options, piece together the details, make deposits, and purchase tickets, the whirlwind of anticipation can quickly be derailed by “what ifs…” What if one of…
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“The best-laid schemes of mice and men gang aft agley.” -Robert Burns What should you do if a plan you made isn’t working? Let’s look at how exit planning can position business owners to successfully…
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Welcome to this month’s Ask the CFP® segment. Today, we’ll talk about a disruption that occurs every four years in the United States……. presidential elections. Politics and the markets are intertwined because our market…
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By Wesley Sebacher, CFP®, CAIA® Investing in company stock through an employer-sponsored retirement plan can present individuals with an opportunity known as Net Unrealized Appreciation (NUA). NUA allows employees to take advantage of potentially significant…
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Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we’ll present a process that can help you organize your thoughts and…
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By Mike Vredenburgh CFP®, AIF®, ChFC® – Senior Advisor This is the second and final part of my blog series (Part One HERE) focusing on charitable giving. Specifically, completing charitable gifts using tax-efficient strategies such…
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by Kevin Ward CFP® – Advisor I recently wrote a blog post about Buy-Sell Agreements and why they are an important planning tool for business owners. Another contingency plan scenario that requires additional planning is…
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Hello everyone, and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
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by Kevin Ward CFP® – Advisor Back in July I wrote a blog about how and why business owners should diversify their personal net worth and overall wealth. So, how do you ensure that your…
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By Stephanie Rogers CFA, CFP®, Senior Advisor When your adult child in their 20s wants to buy a house and may not qualify for a mortgage loan, what is the best way to help them? …
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by Andrew Kelsen – Head of Alternative Investments Setting expectations for alternative investments 2019 through 2022 were not normal times. The combination of COVID, war in Ukraine, sharp episodes of inflation, white hot deal markets…
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By Tim Nielsen, CFP® – Advisor Read part one HERE In this two-part blog series, I am going to discuss psychological biases that impact our investment decisions and how to manage it. Countless books and…
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MoneyGeek recently featured Advisor Kyle Luetters in an article providing tips n finding the best first-time credit cards. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.…
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by Tasha Borglum The advisor you’ve known and loved for many years is retiring. What now? The sale of an Advisor’s practice can take many forms: selling to a private equity firm, joining another Registered…
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MoneyGeek recently featured Advisor Michael Peek to provide his thoughts on what steps to consider when researching a car insurance provider. Below are excerpts from the article, which you can see in its entirety HERE. How…
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By Tim Nielsen, CFP® – Advisor In this short blog post, I am going to talk about why it is so important to remind yourself to remove that little voice over your shoulder. The one telling…
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By Mike Vredenburgh In this blog series, I am going to focus on charitable giving. Specifically, how to discover meaningful philanthropy and then financial strategies to carry out charitable giving. The first part of…
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by Kevin Ward, Advisor When you start a business, you are putting your life, sweat, tears, and finances behind it. As that business grows and revenues increase, you are often faced with the difficult decision…
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Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “Why are POAs important and how do they work?” A power of attorney – or POA is a legally…
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By Kim Mueller, Senior Advisor Spring means warmer weather, longer days and blooming flowers – and also a time for a thorough house cleaning after a cold winter. But it may also be the…