Inheriting Debt from a Family Member

January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But when it comes to debt, that saying can be scary. More important, thinking about a loved Read More...

Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

Common Life Insurance Policy Tax Traps

January 17, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly Read More...

It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

What You Need to Know About SECURE Act 2.0

January 11, 2023

Presented by Tom Kennedy, CFP®: For some history, on December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...

What Should be Included in a Living Trust?

January 5, 2023

Wondering what assets should fund a living trust? Our guide helps you determine which are beneficial and which should be skipped and why. By Kris Read More...

Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.

Understanding Charitable Gift Annuities

January 3, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where Read More...

About Transfer on Death (TOD) Accounts

December 5, 2022

If you're worried about avoiding probate, transfer on death (TOD) accounts are a relatively new option for clients. Learn more about the features: Read More...