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Showing 481 to 490 of 960 results for Planning for Retirement

  • Home & Lifestyle

    Whether you are buying a new home, selling your home or saving for a dream vacation, we'll guide you every step of the way.

  • Stocks, Bonds and Funds

    Partner with one of our advisors to select the investment solutions to best fit your financial planning goals. We will work with you to develop a strategy based on your goals, risk tolerance and timeline.

  • Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • Location, Location, Location

    Wealth Portfolio Manager Kelsey Ellsworth, CFA shares that in addition to asset allocation mix, it is just as important for our investment team to consider which types of assets are best suited for each account type to boost returns and maximize tax savings.

  • The Importance of the Conductor: Casting the Role of Trustee

    A great legacy plan creates a connection between the person who created the plan and later generations. Those that come later may have never met the creator but are connected to that person through the story the plan creates. Therefore, the person responsible for having the skill to deliver the plan flawlessly in a way that delivers the values and beliefs that a great legacy plan is built upon is a trustee who has a unique combination of expertise, objectivity and empathy.

  • Family Office Services

    Customized services designed to simplify your life and preserve your wealth for future generations.

  • What “It’s a Wonderful Life": Teaches Us About Emotional Balance Sheets and What Really Matters

    When it comes to financial planning, balancing emotional balance sheets is just as important as balancing the financial ones. Identifying why money has meaning to you can help you make sure that you can align your plan with the things that matter most to you. Learn more here. 

  • How to Finance the Building of Your New Home: Your Complete Guide

    Discover the essential steps to finance a home with our comprehensive guide. Learn how to finance a home build from the ground up, including planning, budgeting and construction tips.

  • Kelli Ezzell VP Senior Mortgage Loan Officer

    As Vice President Senior Mortgage Loan Officer, Kelli partners with clients to identify the right loan program for their long-term goals, whether building their first home, transitioning to their next property or securing that dream second residence. She transforms what can be a stressful process into a confident experience through clear communication and genuine partnership with clients and referral partners. Having personally navigated a construction loan when building her own home, Kelli understands the process from both sides of the table. Her deep knowledge of first responder and military family life, her husband is a retired firefighter and both sons serve in emergency services, gives her unique insight into these communities.

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

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

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