Do you qualify to utilize a QCD?

By | 2018-05-18T14:20:45+00:00 March 8th, 2018|Charitable Giving, Financial Planning, Investment Management, Legacy, Retirement, Tax Planning & Preparation|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Are You Prepared for a Disaster?

By | 2017-12-20T10:25:21+00:00 December 12th, 2017|Family, Financial Planning, Investment Management, Legacy, Retirement, Starting Out|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]