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Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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Scoop There It Is, Episode #102

DC Glenn is the CEO of a Digital Marketing Company, CLG Investments Inc. You might know him as “DC the Brain Supreme” of Tag Team, who made music history with his multi-platinum hit single and album, “Whoomp There It Is.” You’ll likely also remember him from the popular Geico commercial, “S …

7 Things to Know About the Historically Strong Fourth Quarter

“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

Stop Overlooking These Valuable Workplace Benefits

Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

Reading with Your Kids, Episode #101

Jed Doherty is a former licensed social worker who is known around the world as Jedlie. He’s brought a magical message of caring and community to millions of hearts through on-stage performances at schools, libraries, and churches throughout the US. In 2017, Jedly launched the “Reading with …

10 Answers to Questions About the Bear Market

2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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