Insights

March 19, 2021

By Tad Edwards, Chairman, CEO and President

Mar 19, 2021 –

Updates from Tad Edwards
Tax Tip Tuesday: Don’t Be Surprised by Mutual Fund Distributions

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Mar 2, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning If you own mutual funds in…

Tax Tip Tuesdays
Tax Tip Tuesday: Working With a Tax Preparer – 2021

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing

Feb 23, 2021 –

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing…

Tax Tip Tuesdays
Tax Tip Tuesday: When is the Best Time to File? 2021

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

Feb 16, 2021 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we enter yet another tax…

Tax Tip Tuesdays
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting on Your Tax Return

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Feb 9, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning It’s tax season again. Whether you…

Tax Tip Tuesdays
Tax Tip Tuesday: Tax Season Arrives, a Little Late This Year

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

Feb 2, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager of Wealth Planning Strategies As you continue to labor…

Tax Tip Tuesdays
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
Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2020

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

Dec 3, 2020 –

Many love the feeling of a satisfying gift to a loved one. For those that may face a…

Year-End Financial To-Do
November 16, 2020

By Tad Edwards, Chairman, CEO and President

Nov 16, 2020 –

A Thanksgiving Message from our CEO and President, Tad Edwards

Updates from Tad Edwards
Scary Financial Mistakes: Dying Without an Estate Plan

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

Oct 29, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As the Scary Financial Mistakes blog…

Estate Planning
Why College Parents Should Consider a Power of Attorney

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often overlooked is that your college-age children are over 18, and therefore are adults in the eyes of the law. That has some significant legal ramifications that many don’t consider.

Oct 9, 2020 –

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car…

Education Planning
September 24, 2020

By Tad Edwards, Chairman, CEO and President

Sep 24, 2020 –

Updates from Tad Edwards