Category: Blog

26 Nov

The Benefits of Rolling Over Your 401(k) Into an IRA Instead of a New Employer Plan

November 26, 2024
By Zack Armstrong

If you've recently changed jobs, you may be considering what to do with your existing 401(k). One option is to roll it over into your n...

26 Nov

Blog, Financial Planning, Investment Ideas

Give the Gift of Financial Security: Ideas for Investment-Themed Presents

November 26, 2024
By Zack Armstrong

Why not explore gifts beyond traditional options to offer lasting value in a season of giving? Investment-themed presents provide uniqu...

25 Oct

Blog, Financial Planning

Inheriting or Receiving a Windfall: The Importance of Using a CPA/CFA

November 20, 2024
By Zack Armstrong

Receiving a large lump sum, whether from an inheritance or a windfall, is a unique financial event that often brings as much complexity...

25 Oct

Blog, Financial Planning, Tax Management

Tax Implications to Consider When Moving Your 401(k) to a New Employer

November 20, 2024
By Zack Armstrong

Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...

13 Sep

Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

November 20, 2024
By Zack Armstrong

Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

13 Sep

Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

November 20, 2024
By Zack Armstrong

Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

24 Jul

Blog, Financial Planning, Investment Ideas

Using 529 Plans for College Savings: Pros and Cons

November 20, 2024
By Zack Armstrong

Planning for your child's college education can feel overwhelming, but starting early with a 529 plan can make a significant difference...

24 Jul

Blog, Savings, Tax Management

The Benefits of Roth IRA Conversions: How Financial Advisors Can Optimize Your Retirement Savings

November 20, 2024
By Zack Armstrong

One of the most effective retirement planning strategies is converting a traditional IRA to a Roth IRA. This conversion can provide sub...

24 Jun

Blog, Estate Planning, Tax Management

Maximize Annual Gift Tax Exclusions to Lower Your Taxable Estate

November 20, 2024
By Zack Armstrong

Estate planning is an essential aspect of financial management that ensures your legacy is protected and passed on to your beneficiarie...

21 Jun

Blog, Financial Planning, Tax Management

The Impact of Social Security on Your Retirement Taxes

November 20, 2024
By Zack Armstrong

Navigating the complexities of retirement taxes can be challenging, especially considering the tax implications of Social Security bene...