Confused by the W-4 Form? You’re not alone. Many don’t realize the W-4 Employee Withholding form has changed — and filling it out correctly matters. In this short webinar, Senior Advisor Jill Carr walks you through what’s new, when to update your W-4, and how to do it right. BACK TO THE NEWSLETTER: Disclosure …
Read More
Tax Law Changes: What to Know By Jessie Schlanderer, CDFA®, Wealth Advisor and Portfolio Implementation Lead This Fourth of July brought some extra fireworks to American investors as President Donald Trump signed the “One Big Beautiful Bill” (OBBB) into law. In addition to making several parts of the 2017 Tax Cuts and Jobs Act (TCJA) …
Read More
Certified Divorce Financial Analyst® Jessie has earned her CDFA® designation, equipping her with the tools to support clients through every phase of divorce — before, during, and after. A CDFA®, is a professional who specializes in the financial aspects of divorce. They provide expertise in areas like asset division, tax implications, and retirement planning within the …
Read More
This month’s spotlight is on Intern, Levi Harber What are you enjoying most about your internship this summer? Thus far, engaging with financial planning tools and wealth management platforms has been an intellectually rewarding experience. What I’ve valued most is the opportunity to observe and learn from a range of advisors, each with their own …
Read More
Safeguard Series – Part III This is the third in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Protect …
Read More
Mid-Year Market Outlook: As we reach the halfway point of 2025, markets have weathered a series of global events that have shaped the investment landscape. One of the most notable developments has been the conflict between Iran and Israel. This caused a short-lived spike in oil prices and a rise in market volatility as investors …
Read More
This month’s spotlight is on Client Relationship Associate, Charlie Bruckman. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? As a Client Relationship Associate, I work with clients and the advisors I support, Jessie and Jason. My goal is …
Read More
Safeguard Series – Part II This is the second in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Prevent …
Read More
Prevent Identity Theft Create an Online Social Security Account With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them. Here is what to do: If you are 62 years-of-age or older and have not created your online social …
Read More
This month’s spotlight is on Stan Seybold, our Marketing Director. What makes working in marketing and communications so exciting? No two days are ever the same! One day might involve planning an upcoming client event, while the next is spent refining our website’s SEO to enhance its visibility and credibility within the community. Keeping our …
Read More