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What Documents You Should Provide to Your Tax Preparer

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, “ …

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What Is a Fiduciary?

Why choose a fiduciary? Find out what makes a financial advisor with fiduciary responsibility different.

How to Work with a Financial Advisor

Ready to work with a financial advisor or wealth planner? We’ll break down your questions, including what is financial planning, what does a financial advisor do, and what are fiduciary advisors?

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

How Much Should I Have Saved in My 30s?

When it comes to saving for retirement, people often ask their financial advisor, “How much should I have saved in my 30s?” Let’s take a look at where you should try to be with retirement planning during your 30s.

How Much Should I Be Saving in My 20s?

Wondering when you should start saving for a home or even begin a retirement savings plan? Start saving in your 20s will and get the gift of time and compounded interest.

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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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