Key Year-end Financial Checklist
Managing Partner and Wealth Planner Alex Panas, CFP®, AIF® shares key end-of-year tax strategies to help you make informed decisions and finish the year strong.
Charitable Giving Prep: How to Maximize Both Impact and Tax Efficiency
Learn how to make the most of your charitable donations before year-end. This short video from Daniel Singer, CFP®, ADPA® covers smart giving strategies to maximize your tax benefits, align your contributions with your financial goals, and make a lasting impact.
Breaking Down the Big, Beautiful Bill: What It Means for You
Alex Panas, CFP®, AIF®, breaks down the Big Beautiful Bill and what its key changes mean for your financial and retirement planning.
College Bound and Covered: The Importance of a Medical Power of Attorney
A Medical Power of Attorney allows parents to make healthcare decisions for their college-aged children in case of an emergency. Learn from Daniel Singer, CFP®, ADPA® about why it’s an essential step in protecting your child’s well-being while they’re away at school.