October 2018 Monthly Recap

By jporter
Posted on October 11th, 2018

Opportunity Zones By Clint Clint Edgington, CFA My most recent research has been on Opportunity Zones, and Qualified Opportunity Zone Funds (“QOZ Funds”), and the […]

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Opportunity Zones

By Clint Edgington
Posted on October 5th, 2018

One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]

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Tax Reform 2.0

By Anne Zavaglia
Posted on October 2nd, 2018

The House passed three tax bills, known as Tax Reform 2.0, at the end of September. The legislation can now advance to the Senate, though […]

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Time to Submit College Financial Aid Forms

By Mark Fissel
Posted on September 25th, 2018

For the 2019-2020 school year, the federal government’s financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on […]

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Life Insurance with a Refund

By Mark Fissel
Posted on September 25th, 2018

Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection for a […]

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On the Road to Retirement, Beware of These Five Risks

By Mark Fissel
Posted on September 25th, 2018

On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement […]

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Down the Donut Hole: The Medicare Coverage Gap

By Mark Fissel
Posted on September 25th, 2018

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the “donut hole.” It may be clearer if you consider […]

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September 2018 Monthly Recap

By jporter
Posted on September 9th, 2018

J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience   by Anne Zavaglia A small number of business owners choose […]

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

By Anne Zavaglia
Posted on September 5th, 2018

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very […]

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The Financial Implications of a Chronic Illness

By Mark Fissel
Posted on August 30th, 2018

When you live with a chronic illness, you need to confront both the day-to-day and long-term financial implications of that illness. Talking openly about your […]

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