Tip of the Month | September 2022

Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly from your IRA to satisfy your Required Minimum Distributions (RMD), remember to send those checks out early. The charities must receive and deposit the check…

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Inflation Reduction Act of 2022

Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called the Build Back Better Act to build more infrastructure (both physical and human) and provide additional COVID relief to individuals and businesses, along with several…

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Gifting to Children

Gifting to Children Written By: Kevin Reardon, CFP® We have frequent conversations with clients about giving money to their children. There are many considerations and constraints that go with this topic, so let’s look at a few scenarios. Gifting Limits The government limits the amount of money you can give to another person each year.…

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The Worst Bond Market Ever

The Worst Bond Market Ever Written By: Nick Ziarek, CFP®, CFA The first half of the year presented many challenges for the markets: the Russia/Ukraine conflict, inflation climbing to 40-year highs and tightening from the central banks. With those challenges came increased volatility and an aggressive repricing of risk in both the stock and bond…

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Understanding the Student Loan Relief Plan

Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing student debt relief to potentially tens of millions of borrowers. There are several components to the Executive Order. While the student loan forgiveness grabbed the…

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Guest Blog: Estate Planning for Blended Families

Estate Planning for Blended Families Written By: Bill Lyne, Lyne Law Firm, LLC When two people get married and one or both have children from a prior relationship, a “blended family” is created. While a blended family is cause for celebration, members of those families are among the clients who need estate planning the most.…

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Tip of the Month | August 2022

Common Estate Planning Documents Written By: Ryan Rink, CFP® If you’re a legal adult (over age 18), then you should have some form of estate documents in place. Listed below are common estate documents for individuals and married couples. Will: Names a guardian for your children and distributes assets via probate. Durable (Financial) Power of Attorney: Designates…

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Revocable Trusts: Fact vs. Fiction

Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning tool, especially for higher net worth families or more complicated situations. If included in your estate plan, the revocable trust becomes the core document used…

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Happily Irrelevant

Happily Irrelevant Written By: Kevin Reardon, CFP® In speaking with a couple who retired a few years ago, they commented they are ‘happily irrelevant’. That interesting comment couldn’t be left unquestioned, so I asked a follow-up question and sat back to learn more. They explained during their working years they both had leadership positions in…

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