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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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Year-End Financial To-Do: Make a Plan for Long-Term Care

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Nov 22, 2022 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance November is Long-Term Care Awareness Month which…

Year-End Financial To-Do
Year-End Financial To-Do: Take Your RMDs; Consider QCDs

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning

Nov 17, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning I regularly see countdown…

Year-End Financial To-Do
Year-End Financial To-Do: Resolve to Get Your Estate Plan in Shape

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Dec 29, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we complete this edition of…

Year-End Financial To-Do
Year-End Financial To-Do: Last Call for 2021 RMDs

By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning

Dec 27, 2021 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning Another year is…

Year-End Financial To-Do
Year-End Financial To-Do: Take or Defer Gains and Deductions

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Dec 22, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies It’s nearing year end, and while…

Year-End Financial To-Do
Year-End Financial To-Do: Evaluate Roth IRA Conversion

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning

Dec 21, 2021 –

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning If you have been…

Year-End Financial To-Do
Year-End Financial To-Do: Remember Retirement Plan Deadlines

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Dec 14, 2021 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Most business owners are accustomed to…

Year-End Financial To-Do
Year-End Financial To-Do: Check Your Withholding

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning

Dec 7, 2021 –

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning Nobody likes to have…

Year-End Financial To-Do
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2021

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Nov 30, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the feeling of a…

Year-End Financial To-Do
Year-End Financial To-Do: Harvest Capital Losses to Offset Capital Gains

By Eric Estelle, Manager, Financial Planning & Marketing

Nov 22, 2021 –

By Eric Estelle, Manager, Financial Planning & Marketing In general, the stock market has been on the rise…

Year-End Financial To-Do
Year-End Financial To-Do: Take Your RMDs; Consider QCDs

By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning

Nov 18, 2021 –

By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning November is here and…

Year-End Financial To-Do
Year-End Financial To-Do: Review Your Estate Plan

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Dec 29, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies So, you’ve made it through Christmas…

Estate Planning, Year-End Financial To-Do

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