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5 Risk Factors to Watch in the Third Quarter of 2021

By Scott Kubie

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

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What to Consider if You Receive the Monthly Child Tax Credit Payments

Posted on July 16, 2021

Knowing When to Update Your Estate Plan

Posted on June 23, 2021

Life Insurance Strategies for Business Owners

Posted on May 26, 2021

How to Fit the Kids’ College into Your Financial Plan

Posted on April 29, 2021

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

Busting Three Half-Truths About Reverse Mortgages

Posted on July 8, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

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Market Commentary

Market Commentary: Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims and Stocks

The more contagious Delta variant has contributed to a 172% increase in U.S. COVID-19 cases over the last two weeks. The spike is raising concerns some social distancing measures may be reenacted. Initial jobless claims are increasing. Last week claims jumped above 400,000 after staying bel …

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Newsletters

3 Succession Planning Strategies for Business Owners Who Want to Protect Their Legacy

Posted on July 2, 2021

If you’re a business owner, you have far more than money invested in your work. You may be the first to open the door in the morning and walk in on a floor that you’ve mopped yourself.

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Blog

5 Risk Factors to Watch in the Third Quarter of 2021

What to Consider if You Receive the Monthly Child Tax Credit Payments

Knowing When to Update Your Estate Plan

Life Insurance Strategies for Business Owners

How to Fit the Kids’ College into Your Financial Plan

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Busting Three Half-Truths About Reverse Mortgages

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Market Commentary

Market Commentary

Market Commentary: Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims and Stocks

Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound

Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed

Market Commentary: Restaurants, Hotels Lead Jump in Hiring; Stock Market Continues Surge

Market Commentary: Home sales dip, wages rise as June jobs report looms

Newsletters

Newsletters

3 Succession Planning Strategies for Business Owners Who Want to Protect Their Legacy

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Managing Your Wealth with Life Insurance through Life Stages

How a 529 Plan Can Help You Save for College and Invest in the Future

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