Multigenerational Family Wealth
Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide
Helping Aging Parents Manage and Protect Their Finances
Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate t …
Tax Planning for the Start of a New Year
Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …
Tax Law Changes that Could Affect Your Return This Tax Season
By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
Can You Benefit From The Power of Tax Loss Harvesting?
Taxes are an adversary of anyone’s financial well-being. We must all pay our fair share of taxes, but at the same time there are strategies you should be aware of that may assist you in lowering the financial impact. One such strategy, tax loss harvesting, can be transformative in the pro …
8 Tax Tools for the Toolbox
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
Applying to College? These Changes to the FAFSA May Affect You
By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …
What Documents You Should Provide to Your Tax Preparer
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …
The Family Budget: Financial Empowerment at Your Fingertips
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …
What Are You Paying Your Advisor, Do You Know?
Financial Services is littered with jargon and many firms rely on smoke and mirrors to confuse you so you cannot discern what you are paying your advisor. You should be able to discern what your costs are relatively easily. One of the very first things we share with families when we are exp …
COMPLIMENTARY RESOURCE
2024 Calendar: Key Tasks & Financial Dates
Tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
