Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of 529 accounts on the eve of 529 Day.
Pahlow on Koin
Pahlow on Koin
Spring is in the air and it's also a good time to do a yearly review of your financial goals, and freshen up your financial acumen. Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of financial literacy too.
Wealth Management Insights Video Second Quarter 2025
Estate planning is critical for protecting your wealth and ensuring your wishes are followed during your life and beyond. This quarter's Wealth Management Insights video explores key components of an effective estate plan and how to incorporate flexibility when needed.
Trust Protector: A Tool for Flexibility in Estate Planning
In an era of evolving tax laws and shifting estate planning strategies, flexibility has become an important consideration in wealth planning.
Wealth Management Insights First Quarter 2025
We present our first quarter 2025 issue of Wealth Management Insights titled “Tax Planning in an Ever-Changing Environment.” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, discusses strategies for increasing tax efficiency in client portfolios, including tax diversification, tax-efficient investing, and tax-efficient withdrawal strategies. Tyler Conroy, CFP®, CPWA®, provides insights into tax-efficient retirement withdrawals, emphasizing the importance of planning the sequence and timing of withdrawals to manage taxes and extend the longevity of assets. Scott Christianson, CFP®, explains the importance of tax diversification in investment portfolios, detailing various account types and strategies to manage tax risk and provide flexibility for tax-efficient distributions in the future.
Considering a Move? What To Know About Changing Domicile
In recent years, a growing number of individuals and families have considered changing their state of domicile as a strategy to reduce their state income tax burden. Not surprisingly, states with lower income taxes and taxpayer-friendly structures experienced strong inbound migration according to IRS migration data based on 2021 and 2022 tax return filings. Whether prompted by high state income, estate or property taxes, the decision to change domicile is significant with legal and financial implications.
Quarterly Publication Focus: Planning for our Children's Future
In our most recent Wealth Management Insights publication, Samantha Pahlow, CTFA, AWMA, provided a primer on considerations when naming minors beneficiaries of retirement and other financial accounts.
Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future
We present our second quarter 2024 issue of Wealth Management Insights titled “Planning for our Children’s Future.” In it, Samantha Pahlow, CTFA, AWMA®, discusses the crucial aspects to consider when planning for the distribution of assets for minor children. Scott Christianson, CFP®, writes about planning ahead for unanticipated outcomes in our estate plans and what we can do with estate planning to avoid major pitfalls and Charissa Anderson, CFP®, CDFA®, provides a considerations when saving for education and utilizing a 529 account.
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
Back to School for Ferguson Wellman and West Bearing Kids
As the new school year starts, we are reminded of the day when many of our children learned about the different work responsibilities at our firm and we, in turn, learned more about them.