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Annual financial review checklist
From planning for a major purchase to considering income in retirement, a new year is always a good time to set or refresh your financial resolutions. Our financial review checklist is a good place to start.
Financial planning
Should I use a loan to pay taxes?
A large taxable event like selling a company could mean using a loan to pay taxes makes financial sense. We outline the options and their pros and cons.
The value of a mid-year financial review
The economy and the markets are ever changing, and the same may be true of your own life. That’s what makes a mid-year financial check-up so valuable.
How to use liquid asset secured financing for short-term cash flow needs
Leveraging the assets in your investment portfolio through a flexible line of credit can provide quick access to cash.
7 questions to ask before you buy a vacation home
Before you make an offer on your own personal getaway, ask yourself these key questions.
4 reasons to consider buying a house for your child
Buying a house for your adult child can be one of the better investment decisions you make.
6 year-round tax tips
Thoughtful planning year-round can help you reduce your tax liabilities.
Financial planning tips for the sandwich generation
Three tips on how to keep working toward your financial goals while supporting your children and aging parents.
Strategies for navigating family financial conversations
Talking with loved ones about money can be complex. Here are three strategies to navigate the topic with tact.
Why insurance should be part of your financial plan
Just like your financial goals, insurance policies are as unique as you.
5 financial considerations in a divorce
One of the many challenges of divorce is dividing assets. A financial checklist can help you take charge of your financial future.
Financial planning for families with a disabled child
Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.
How to set financial goals in 5 steps
Setting and working toward financial goals becomes easier when you reflect on your intentions.
Getting married again? 5 considerations before combining finances
Especially if one or both of you have children, discussing a few key financial topics before saying “I do” can help set you up for success.
3 ways to teach kids financial responsibility
Give your children room to make mistakes on their path to becoming financially responsible.
Alternative Minimum Tax explained
The AMT was created to make sure taxpayers in higher tax brackets pay their fair share of taxes. Here’s how it could affect you at tax time.
5 financial planning tips for singles
As a one-person household, your financial equilibrium is in your hands. Set yourself up with these tips.
The real impact of the Tax Cuts and Jobs Act
Two ways you may be able to benefit through 2025.
What should you do with extra cash?
Before you use it to treat yourself, consider the ways a cash surplus can help you improve your finances.
5 steps to help parents work toward college savings goals
Higher education is expensive — and the costs are only going up. These strategies can help you build an effective college savings plan.
Business owners
Preparing a business exit strategy: Key factors to consider
Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.
6 tax considerations when selling your business
Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.
5 factors that can affect business valuation
While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.
Growth strategies for business owners
Looking to expand your business? Three questions can help guide which strategy you choose.
3 transition strategies for family business succession
Planning ahead may potentially ease the transition of your family business to the next generation without a major tax hit.
Address these 4 key issues before selling your business
Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.
Resources and tips for women entrepreneurs
Funding, advice and networking support can help you sustain and grow your business.
Philanthropy & charitable giving
Advanced charitable giving strategies
Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
Consider an endowed scholarship as part of your charitable giving
A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.
Strategic philanthropy: 3 steps to creating a giving plan
Meaningful giving starts with a purposeful plan.
How do private foundations and donor advised funds compare?
Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.
Tax deductions on charitable donations
There are many ways to “share the wealth,” but careful planning can make a difference.
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