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3 Tax-Smart Ways to Help Family Members in Need Pay for College September 16, 2020 As colleges and universities grapple with reopening during the COVID-19 pandemic, a growing number of college students and their parents find themselves struggling to pay tuition costs. In fact, a recent study found that nearly half of all college undergraduates said they need to “figure out a... Click Here To Read More
Did You Take RMDs in 2020? You Have Until August 31 to Reverse Them August 17, 2020 The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which was signed into law in March of this year, waived required minimum distributions (RMDs) for 2020. But what if you already took yours? Fortunately, you still have time to reverse it—but you need to act soon. The deadline to... Click Here To Read More
A Mid-Year Review During a Mixed-Up Time July 14, 2020 We are now just over halfway through 2020, and these last six months have felt like six years. With the amount of change that’s occurred, your financial strategy may need some adjustments. Take these four steps to analyze your financial life and determine how your path forward may need to... Click Here To Read More
Taking the Emotions Out of Investing July 9, 2020 Market observers long have detected that investment decisions have an emotional component. Behavioral finance scholars have produced a series of studies that point out mistakes that investors tend to make in managing their portfolios. Because it is basic human psychology that is behind their... Click Here To Read More
Ask a trust officer: Estate settlement July 9, 2020 DEAR TRUST OFFICER: How long does it take to settle an estate?—PROSPECTIVE TESTATOR DEAR PROSPECTIVE: The short answer to your question might be, “It takes much longer to settle an estate than most beneficiaries think is reasonable.” To get to a more helpful and longer... Click Here To Read More


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