Beyond the Basics: Probate and Non-Probate in Your Estate
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate....
Author: Dan Andrews
Beyond the Basics: End-of-Year Charitable Giving
In the midst of the holiday season and with a new year right around the corner, have you been thinking about charitable giving? See how you can make your giving go further and decrease your taxes while making an impact on the causes most important...
Donor-Advised Funds: 6 Reasons Why I Like Having One
You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and making donations via a DAF? Let me tell you my favorites!...
Don’t Be a Peanut Butter Philanthropist
Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can help you improve your giving strategy — and increase your tax efficiency!...
What to Do When You’re a Highly Compensated Employee
What is a highly compensated employee — and what are your savings options if you fit that definition? Learn about our savings hierarchy, deferred compensation, and other creative savings solutions!...
What to Do When You Become a Trustee
You just became a trustee. Now what? From understanding the trust and acting as a fiduciary for its beneficiaries to taking inventory of and handling trust assets, learn the ins and outs of what to do when you become a trustee from Dan Andrews, Accredited...
3 Tips for Financially Preparing for a Child
Getting ready to add to your family? Oh, baby! Don't miss these three tips to help you financially prepare for your child....
Making Beautiful Financial Music: Planning Your Financial Year
What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow planning, and more, learn about your annual client experience right here....
Who Says Money Isn’t Romantic?
This Valentine's Day, we invite you to bring a little romance to your finances! Find tools you can use to connect and communicate with as well as deepen your commitment to your significant other. It's the perfect time to discuss your financial intentions — and...
How to Handle Market Downturns: Horror Show or Part of the Journey?
Market volatility can be scary. Learn how you can handle the ups and downs — and how contributing during market downturns can allow you to invest at a discount....