Search Results

• Change Is Okay: How Planning Makes You Focused and Flexible

  As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who help you meet them may change. But even though things constantly change, you can still adapt, thanks to smart and focused business planning. After all, if your company couldn’t adapt to change, it likely wouldn’t be as successful as it is today.

• Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

  This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

• Financial Planning for Couples: How to Achieve Your Shared Goals

  Money matters in relationships, and it's crucial for couples to consider these financial planning tips to ensure alignment on their financial goals.

• Market timing vs. retirement planning... Do you know the difference?

  Can a market timing newsletter help you arrive safely at your retirement destination?

• What Each Olympian Teaches Us About Planning and Behavioral Economics

  As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.

• The Gift of a Family Meeting: Planning, Legacy & Love

  Estate planning thrives on open communication and trust. Watch our video featuring Joe Maier and Kelly Mould to learn how family meetings can help everyone understand the plan and the values it represents, reducing conflicts and strengthening bonds.

• What Building a House is Teaching Me About Financial Planning

  Portfolio manager Brian Schaefer is building a house … which was never part of his plan. This week’s Wealth Insights is his story and how the homebuilding process relates to the financial planning process.

• Three Essential Estate Planning Steps to Protect Your Nest Egg

  Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.

• Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

  Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must engage in the pre-sale due diligence process well before your anticipated departure date.

• Part II of III: The Goldilocks Planning Solution to the Reduction in the Transfer Exemption

  This is the second article of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.