4 Mistakes People Make With Their First Million

Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide

Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate t …

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …

By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.   Download Guide

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …

By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. Like many Americans, we tend to procrastinate until the last second. However, there are plenty of things you can and should consider. While this is by no means an ex …