With a new year comes many new changes – putting up a new calendar, making New Year’s resolutions, AND new contributions and gifting limits imposed by the IRS. The IRS reviews the contribution limits and income phase-out ranges for retirement plans, health and dependent care savings accounts, and Read more…
What is the Difference Between an Estate Plan, a Will and a Trust?
You’ve likely heard it before. Regardless of health, wealth, marital status, or parenthood, everyone should think about estate planning. Most people beginning the process of estate planning – and those who have already created their estate plan - know that wills and trusts are both important Read more…
The Guide to the Estate Documents You Need to Have
While it may be a challenging subject to approach, we all know that eventual death is a certainty. What will happen to our house, cars, bank accounts, retirement plans, and other personal belongings when that occurs? What if some or all these items have outstanding debt? What if they don’t? And who Read more…
Estate Planning Pros: How to Choose an Executor for Your Estate
So, you’ve decided to put together your estate plan. That’s great! Often considered just for the ultra-wealthy or older generations, estate plans are a crucial component of a complete financial plan. An executor and team of estate planning professionals are a few essential pieces of an estate plan. Read more…
What to Know About Open Enrollment
It’s that time of year again! Fall is upon us and annual open enrollment is in full swing for a majority of companies. Open enrollment is a great time to reevaluate what makes sense for you and your family’s health. It may be tempting to just breeze through enrollment and stick with the same Read more…
What the Pandemic Has Taught Us About the Holidays
I know, I know -- it’s only November. But you can’t ignore the pumpkins in the store displays, and as soon as those come down, you’d better be ready for snowmen and candy canes. Friends, the holidays are upon us, and if you are like me, this normally triggers a sense of dread in my gut when I think Read more…
What to Know About 2021 Year-End Tax Planning
Now that we are in the 4th quarter of 2021, it’s a good time to start looking at ways to reduce your 2021 tax liability. Even though you might not know your tax liability until you file your tax return in April (or October) of 2022, in order to take advantage of some key tax saving tools, many Read more…
Video Series - Mistake #5 - No Retirement Plan
In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…
Video Series - Mistake #4 Business Owners Make: Independence
Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…
Video Series - Mistake #3 Business Owners Make: No Risk Mitigation
Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…
