December 16, 2021
4 Common Elder Scams: How to Stay Safe and Fight Back
by: Danielle Howard
Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and...
December 15, 2021
New Ways to Give to Charity While Getting the Best Tax Breaks
by: Jim Kruzan, CFP®, CRPC®
With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever...
December 15, 2021
Enhanced Authentication Enabled For All Client Access Users
by: Shawn Reszczyk
Beginning December 17, 2021, two-factor authentication will be automatically enabled for all Client Access users who have not turned on enhanced...
December 13, 2021
8 Year-End Tax Tips To Help Save You Money
by: Jim Kruzan, CFP®, CRPC®
1: Tax brackets have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates the...
December 10, 2021
7 Deadly Estate Planning Mistakes to Avoid
by: Darren Brennan, CFP®, CRPC®
Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate...