Insights

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

By Nik Aamlid Wealth Advisor, CAP®   January 24, 2022 — The Roth IRA may be the market’s most powerful retirement tool.   Sadly, recent studies show that only 10% of American taxpayers own Roth IRAs, per the Tax Policy Center. There are many types of IRAs and retirement plans out there …

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Managing the flow of your cash is a pillar in the Parthenon of financial success. (And in case it needs to be said, cash here does not just refer to the number of “Andrew Jackson’s sitting in your wallet. This is every debit and credit hitting your bank account.) Why is it so importan …

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Written By: Nik Aamlid  My children love escalators.  Whereas most parents will bring their kids to the store and be greeted with the question, “Can we buy something?,” our kids ask, “Do they have those sliding stairs?”  Despite our repeated efforts not to allow it, they find it particularl …