Webinars

All Webinars

Creating Good Money Habits in Children

By James A. DeGaetano Jr., CPA, CFP®, Founder, CEO, and Wealth Advisor. Sadly, we do not have a national financial literacy curriculum in our high schools. Nor does attending college guarantee exposure to financial literacy education, unless one chooses to study accounting or finance.

A Letter to Your Parents as They Retire

Dear Mom and Dad, There is no branch that bears fruit by itself. I feel fortunate to have been raised by parents that were supportive of my endeavors and always provided a framework in life to learn. I’m truly grateful for your love during the ups and downs of life and hope to ‘pay it …

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

Planning for the Rising Cost of Dependent and Child Care

Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.

Tax Planning in Retirement: Strategies to Minimize Taxes When You Retire

Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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