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Capital Gains and Your Taxes: A Brief (But Important) Guide

Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.

How to Minimize Taxes While Transferring Wealth

February 9, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

It's Here: What You Need to Know About SECURE 2.0

January 7, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Retirement Planning

SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. Here is a high-level summary addressing the items most likely to affect individuals.

Who Is Your Financial Mentor?

January 4, 2023 Balancing Act Years Financial Planning Financial Literacy Budgeting

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.

5 Myths About Generational Wealth You've Likely Heard

January 2, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale High Net Worth

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Women: 5 Steps To Financially Empower Yourself

January 1, 2023 Balancing Act Years Next Chapter Years Investing Retirement Planning Financial Planning By Advisor Leisl Cording Women

No two paths to investing and retirement are the same, and that’s especially true for women. Regardless of your vision, here are five concepts that may help your investment strategy.

Data Privacy & Identity Theft: 5 Tips to Protect Yourself

January 1, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Financial Literacy

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

8 Ways to Live Well Through the Joy of Giving This Holiday Season

December 2, 2022 Balancing Act Years Next Chapter Years By Advisor Leisl Cording Charitable Giving

Here are some simple and meaningful ways to give back to others in your family, your community and beyond, and truly experience the season of giving.

2023 Goals: 7 Financial Moves to Make Life Less Stressful

December 1, 2022 Balancing Act Years Next Chapter Years Financial Planning By Advisor Mike Baum Budgeting

Many have felt the stress of financial strain this year. If you're looking to make 2023 a better year for your finances as well as your stress level, these seven moves will (hopefully) do the trick.

Digital Deals: The 4 Best Coupon & Comparison Shopping Apps

November 17, 2022 Balancing Act Years Financial Planning By Advisor Mike Baum Budgeting

Four of the best coupon and comparison shopping apps to save you a little money now – and potentially a lot more, later.

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