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.
Wealth Management Insights Fourth Quarter 2024
We present our fourth quarter 2024 issue of Wealth Management Insights titled “Creating a Family Legacy of Giving” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, offers guidance on how to establish a family vision around charitable giving. Mary Lago, CFP®, CTFA®, provides insights into tax-efficient investing, retirement account strategies and charitable giving. Nate Putnam, CFP®, provides further considerations for the changing philanthropic landscape.
Wealth Management Insights Third Quarter 2024
We present the third quarter 2024 Wealth Management Insights publication titled, “Is Your Insurance Right for You?” featuring articles written by Samantha Pahlow, CTFA, AWMA®, Casia Chappell, CFP®, CPWA®, and Chris Bixby, CFP®, EA.
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 Insights: The Value of Planning
Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies
Presenting the fourth quarter 2023 publication of Wealth Management Insights titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic Strategies.”
Third Quarter 2023 Wealth Management Insights: An Empowered and Secure Retirement
Presenting the third quarter 2023 publication of Wealth Management Insights titled, “An Empowered and Secure Retirement.”
Wealth Management Insights Video: Planning for Incremental and Potentially Substantial Changes
In this video, Mary Lago, CFP®, CTFA, chair of our wealth management department, highlights changes for retirement savings and charitable gifting in regard to tax planning.
Opportunities for Strategic Tax and Philanthropic Planning
Fourth Quarter 2022 Wealth Management Insights: Strategic Tax and Philanthropic Planning
Read our fourth quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Samantha Pahlow, CTFA, AWMA® and Chris Bixby, CFP®, EA share their thoughts on tax and charitable planning and strategic Roth IRA conversions.