There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
Watch our webinar, “Update Your Plans After Divorce” with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman, now available on-demand.
How many lighthouses do you see? You’ve probably heard the saying, “We plan and God laughs.” Proverbs 16 says it’s human nature to want to plan our future, and I talk a lot about planning because planning is important. But even the most thoughtful, well-considered plans go awry—sometimes t …
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …
Ads for financial products are everywhere these days. We’re constantly being pressured to invest in precious metals, purchase insurance, get the latest and greatest credit card, trade crypto or NFTs, and even add whiskey to our portfolios. Some of the messages are frightening—what if we die …
By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …
