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Showing 461 to 470 of 596 results for Succession Planning

  • Find Your “Why” About Charitable Giving

    Wealth Strategist, Joe Maier, JD, points out that while taxes and costs are significant in charitable giving, they shouldn't overshadow the primary focus. Prioritizing these aspects before defining your mission can lead to suboptimal outcomes. Starting with your 'why'—the values and reasons behind your giving—ensures that your efforts are both impactful and personally fulfilling.

  • Direct Giving: Part II of VI on Choosing the Right Charitable Giving Approach

    This article continues a our six-part series on charitable giving. In the first installment , we explained the importance of establishing the why before focusing on the how. Now, we’ll take our first step into the how, with a discussion on the simplest method: direct giving.

  • After Tax Rollover Rules: Helpful and Taxpayer Friendly

    While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.

  • Selling Your Home? 10 Financial Considerations Every Seller Should Know

    Selling your home? Discover the essential considerations and tips to ensure a smooth transition.

  • Professional Services Banking

    Banking solutions built for professional services. Streamline cash flow, invoicing, payroll and lending with strategies tailored to your practice.  

  • Investment Basics: Rebalancing

    When we work with our pilot clients, we follow a disciplined process to make the most of their retirement plan over their lifetime. We follow a number of steps to develop a customized financial plan, and then build a portfolio that we believe will accomplish that plan.

  • Pappy Johnson VP Senior Mortgage Loan Officer

    Pappy's passion for real estate, strength for details and fun-loving personality have kept him happy and successful in the mortgage industry for 40 plus years. An extensive background in lending has taught Pappy the importance of listening to his clients' wishes and tailoring mortgage solutions to their satisfaction. He is most proud of the many clients that have become his friends. Pappy believes this has happened by bringing fun into the mortgage process, while at the same time becoming a trusted source for financial advice. Additionally, being a Certified Lender allows Pappy to make the majority of loan decisions first-hand, speeding up the loan process and enhancing the client experience.

  • Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving

    Given the significant interest in philanthropy, it’s no surprise that the internet has plenty of questionable material on the subject—advising and educating (and often advocating) about direct giving vs. donor-advised funds vs. private foundations. These articles focus on the how, including costs, control, tax benefits, ongoing burden and legacy.

  • Borrowing Solutions

    Financing to help strengthen your financial plan with preferred pricing and tailored options designed for you.

  • Should You Renovate or Move?

    If you're considering whether to renovate or move, it's crucial to understand the key considerations. Assessing these factors carefully will help you determine which option best enhances your living situation and financial health.

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