Blog

How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

Continue Reading!

A Guide to Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy. As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outl …

To Give Now or Give Later?

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figurin …

Expand Your Charitable Reach

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

The Philosophy of Giving and Tax-Loss Harvesting

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.

When to Use a Donor-Advised Fund for Charitable Giving

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.” If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF). A donor-advised fund (DAF) is a tool to which you make an irr …

1 2 3 4 5 6 7 8 9

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Find an Advisor
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started