News & Insights
Taking Advantage of the SECURE Act
The new SECURE Act presents some significant changes to IRAs and other retirement vehicles. Here’s how you can take advantage of the new rules.
Potential Tax Benefits of Charitable Giving
The 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers – but if you’ve traditionally deducted charitable gifts, you may have a...
Protect Yourself From Wire Fraud
Wire fraud is one of the most frightening types of theft that can happen to you, if for no other reason than wire transfers are routinely transacted in the tens or even h...
A Budget You Can Live With
A budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances...
When to Take Your Benefit: A Key Retirement Decision
You should manage your Social Security like any other investment. Unfortunately, most Americans don’t, and may be missing out on as much as $100,000 in benefits. He...
How Much Life Insurance Do You Need?
The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can...
