Trends
Shakespeare Culture and Structure: Celebrating 25 Years
Shakespeare Culture and Structure: Celebrating 25 Years Written By: Brittany Hintz As we celebrate our 25th anniversary, we reflect on what is important to our team and how we serve clients.…
Read MoreTip of the Month | July 2024
Tip of the Month | July 2024 Wedding Season: Review Beneficiary Designations Written By: Kevin Reardon, CFP® Summer is wedding season, and with marital bliss comes the need to review beneficiary forms…
Read More2024 Important Numbers
2024 Important Numbers Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Now that the 2023 tax season ended a few weeks ago, it’s time to put more of our focus…
Read MorePlanning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreWhat Is Direct Indexing?
What Is Direct Indexing? Written By: Nick Ziarek, CFP®, CFA The investment world is always evolving and along with that comes new products and strategies for investors to choose from. The first…
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